Ryan
Sherer

Emerson Equity LLC

CRD#5952617
Investment Advisor
in San Mateo, CA

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About this Advisor

Ryan Sherer is a financial advisor operating in San Mateo, California, who has 4 years of relevant experience. Sherer currently works for Emerson Equity LLC. Throughout their career, Sherer has worked at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, J.P. Turner & Company, LLC, Scf Securities, Inc, Scf Investment Advisors, Inc and Emerson Equity LLC. Sherer maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Emerson Equity LLC is an advisory firm headquartered in San Mateo, CA. The firm has offices in nine locations and a total of 208 people on staff. It has $189 million in total assets between its 526 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 526 accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on the services offered. However, fees billed by Emerson Equity LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Ryan Sherer Work History

Ryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Emerson Equity LLC

2015 - 2019 (4 years)

Scf Securities, Inc

2015 - 2019 (4 years)

Scf Investment Advisors, Inc

2014 - 2015 (1 year)

J.P. Turner & Company, LLC

2013 - 2014 (1 year)

Bank Of America, N.A

2012 - 2014 (2 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

*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 Ryan Sherer 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

Ashley Romiti
Irvine, CA
Nicholas Stafford
Irvine, CA
Dhruv Gupta
San Mateo, CA
San Ward
Emerald Hills, CA
Derek Vogel
Irvine, CA
Wen Che
San Mateo, CA
Maximillian Shaulis
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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