Zhi Ying
Guan

Emerson Equity LLC

CRD#7000349
Investment Advisor
in Los Gatos, CA

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About this Advisor

Zhi Ying Guan is a financial advisor based in Los Gatos, California, working with Emerson Equity LLC. Zhi Ying Guan has previously held positions at The Sherer Group, Sherwin Williams, Aunt Fanny's, California Public Utilities Commission, Balboa High School, and Emerson Equity LLC. Zhi Ying Guan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Zhi Ying Guan is part of Emerson Equity LLC, which operates out of Los Gatos, California. The firm has 9 offices and 222 employees. The firm manages assets totaling $176.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Emerson Equity LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

2 N Santa Cruz Ave. Suite 201
Los Gatos, CA 95030

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Emerson Equity LLC Brokerage Details

Total Assets Under Management

$176,171,921

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

222

CA Average: 43
Total Number of Accounts

1,037

CA Average: 3,727
Average Account Size

$169,886

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

Zhi Ying Guan Work History

2020 - Present (5 years)

Emerson Equity LLC

2018 - Present (7 years)

The Sherer Group

2017 - 2018 (1 year)

Sherwin Williams

2017 - 2017 (< 1 year)

Aunt Fanny'S

2014 - 2016 (2 years)

California Public Utilities Commission

2011 - 2015 (4 years)

Balboa High School

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Disclosures

Please visit the SEC profile of Zhi Ying Guan 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

Fred Chen
Irvine, CA
Douglas Zator
San Mateo, CA
Renata Lance
San Diego, CA
Amy Strohn
Paicines, CA
Dhruv Gupta
San Mateo, CA
Joan Young
San Mateo, CA
Michael Ghirardo
San Mateo, CA
Bryce Emo
San Mateo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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