Ian
Mcelreath
Emerson Equity LLC
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About this Advisor
Ian Mcelreath is a financial advisor based in Tampa, Florida with 2 years of relevant experience. Mcelreath is an advisor for Emerson Equity LLC. Throughout their career, Mcelreath has worked at Cantor Fitzgerald & Co, 2020 Capital Investment Management, Ameritas Investment Corp, Ameritas Life Insurance Corp, 20/20 Financial Advisors, Emerson Equity LLC, Stryde Savings, Financial Independent Group, Truchoice Financial, Infinite Wealth Designs LLC and Realty Capital Securities, LLC. Mcelreath maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Emerson Equity LLC is an advisory company headquartered in San Mateo, CA. The firm has offices in nine locations and a total of 208 financial advisors. It controls $189 million in assets under management between its 526 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 526 customer accounts, 15% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually depend on which service is offered. Fees charged by Emerson Equity LLC may include some blend 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
Ian Mcelreath Work History
Ian has been registered as a financial advisor for 2 years.*
Infinite Wealth Designs LLC
Emerson Equity LLC
Stryde Savings
Truchoice Financial
Financial Independent Group
2020 Capital Investment Management
Ameritas Investment Corp
Ameritas Life Insurance Corp
20/20 Financial Advisors
Cantor Fitzgerald & Co
Realty Capital Securities, LLC
*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 Ian Mcelreath 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
Irvine, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
Tustin, CA
Irvine, CA
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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