Gregory
Ritter
Emerson Equity LLC
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About this Advisor
Gregory Ritter is a financial advisor who works out of San Mateo, California who has 13 years of industry experience. Ritter works at Emerson Equity LLC. Throughout their career, they have worked at Emerson Equity LLC and Family Financial Of Central Ohio. Ritter maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Ohio. Emerson Equity LLC is an advisory business based in San Mateo, CA. It has offices in nine locations and a total of 208 advisors. It oversees $189 million in assets between its 526 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 526 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a broad array 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 depend on which service is provided. However, fee types charged by Emerson Equity LLC most likely consist 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
Gregory Ritter Work History
Gregory has been registered as a financial advisor for 13 years.*
Emerson Equity LLC
Family Financial Of Central Ohio
*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 Gregory Ritter 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
Irvine, CA
Healdsburg, CA
San Mateo, CA
Tustin, 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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