Adam
Van Dyke
Emerson Equity LLC
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About this Advisor
Adam Van Dyke is a financial advisor working in San Mateo, California. Van Dyke is on the advisory team at Emerson Equity LLC. During their career, Van Dyke has held roles at Voya Financial Advisors, Wall Street Financial Group, Richer Experience, Ing Financial Partners, Emerson Equity LLC and Cetera Advisor Networks LLC. Van Dyke has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in California. Emerson Equity LLC is a registered investment firm headquartered in San Mateo, CA. The company has offices in nine locations and a total of 208 financial advisors. It manages $189 million in assets among its 526 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 526 customer accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets. The company has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fees usually depend on the financial services offered. However, fee types billed by Emerson Equity LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$189,338,704
208
526
$359,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Van Dyke Work History
Adam has been registered as a financial advisor for 0 years.*
Emerson Equity LLC
Richer Experience
Cetera Advisor Networks LLC
Voya Financial Advisors
Ing Financial Partners
Wall Street Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Van Dyke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Emerson Equity LLC
Irvine, CA
San Mateo, CA
Irvine, CA
San Mateo, CA
San Mateo, CA
Tustin, CA
San Mateo, CA
El Segundo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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