Douglas
Zator
Emerson Equity LLC
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About this Advisor
Douglas Zator is a financial advisor working out of Irvine, California, with 2 years of industry experience. Zator is currently employed by Emerson Equity LLC. Throughout their career, they have worked at New York Life, Vrdolyak Law Group, Metlife Securities, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jp Morgan Securities LLC, Cantor Fitzgerald & Co, Cantor Fitzgerald Investment Advisors Lp, Great Point Capital, LLC, Emerson Equity, LLC and Perch Wealth. Zator has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Emerson Equity LLC is an advisory firm that has its headquarters in San Mateo, CA. The firm has offices in nine locations and a total of 208 financial advisors. It controls $189 million in total assets among its 526 client accounts, placing it among the mid-sized investment 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. Emerson Equity LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on the type of services. However, fee types billed by Emerson Equity LLC can include any combination 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
Douglas Zator Work History
Douglas has been registered as a financial advisor for 2 years.*
Emerson Equity,LLC
Perch Wealth
Great Point Capital, LLC
Cantor Fitzgerald & Co
Cantor Fitzgerald Investment Advisors Lp
Jp Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
New York Life
Metlife Securities
Vrdolyak Law 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 Douglas Zator 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
Healdsburg, CA
San Mateo, CA
El Segundo, CA
San Mateo, CA
San Mateo, 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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