Howard
Davis

Emerson Equity LLC

CRD#1782118
Investment Advisor
in San Mateo, CA

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About this Advisor

Howard Davis is a financial advisor based in San Mateo, California who has 2 years of industry experience. Davis is an advisor for Emerson Equity LLC. Their career trajectory has included roles at Financial West Group, Sandlapper Securities LLC, Sandlapper Wealth Management, LLC, Cabot Lodge Securities LLC, Cl Wealth Management LLC, Mountain Gate Advisors, Infinity Consulting Services, Emerson Equity LLC, D'Merc and Lyndhurst Securities, Inc. Davis maintains a Series 63 license, qualifying them as a securities broker, and is registered to work in California. Emerson Equity LLC is an advisory company based out of San Mateo, CA. It has offices in nine locations and a total of 208 financial advisors. It handles $189 million in assets between its 526 customer accounts, placing it among the mid-sized financial advisory firms in the country 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 company offers a diverse range of services, such as 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 depend on which services are offered. However, fee types billed by Emerson Equity LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 Bovet Road, Suite 725
San Mateo, CA 94402

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Emerson Equity LLC Brokerage Details

Total Assets Under Management

$189,338,704

CA Average: $7,578,581,321
Total Number of Employees

208

CA Average: 43
Total Number of Accounts

526

CA Average: 3,727
Average Account Size

$359,960

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Howard Davis Work History

Howard has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Lyndhurst Securities, Inc

2021 - Present (3 years)

Emerson Equity LLC

2020 - Present (4 years)

Mountain Gate Advisors

2021 - 2021 (< 1 year)

Infinity Consulting Services

2020 - 2022 (2 years)

D'Merc

2014 - 2020 (6 years)

Cabot Lodge Securities LLC

2014 - 2020 (6 years)

Cl Wealth Management LLC

2013 - 2014 (1 year)

Sandlapper Securities LLC

2013 - 2014 (1 year)

Sandlapper Wealth Management, LLC

2007 - 2013 (6 years)

Financial West 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 Howard Davis 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

Dhruv Gupta
San Mateo, CA
Ashley Romiti
Irvine, CA
Nicholas Stafford
Irvine, CA
Maximillian Shaulis
San Mateo, CA
Milan Baldini
San Mateo, CA
Patrick Jarrell
El Segundo, CA
Wen Che
San Mateo, CA
Germaine Ma
Irvine, 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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