Theron
Picketts

Emerge Capital Management

CRD#1202917
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Theron Picketts is a financial advisor based in Chicago, Illinois, working with Emerge Capital Management. Theron has previously held positions at Topeka Capital, Danali Advisors, Broad Street Capital Markets, Graduate School, Emerge Capital Management, Inc, Alps Distributors, Inc, and Melvin Securities. Theron has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Theron is part of Emerge Capital Management, which operates out of Chicago, Illinois. The firm has 7 employees and manages assets totaling $112.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Emerge Capital Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Chicago, IL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Emerge Capital Management Brokerage Details

Total Assets Under Management

$112,778,054

IL Average: $7,464,549,021
Total Number of Employees

7

IL Average: 88
Total Number of Accounts

682

IL Average: 3,892
Average Account Size

$165,364

IL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Theron Picketts Work History

2024 - Present (0 year)

Melvin Securities

2022 - Present (2 years)

Alps Distributors, Inc

2020 - Present (4 years)

Emerge Capital Management, Inc

2018 - 2021 (3 years)

Broad Street Capital Markets

2018 - 2020 (2 years)

Graduate School

2016 - 2018 (2 years)

Danali Advisors

2014 - 2016 (2 years)

Topeka Capital

Disclosures

Please visit the SEC profile of Theron Picketts 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 Emerge Capital Management

Theron Picketts
Chicago, IL
Lisa Lake Langley
Buffalo, NY
Jonathan Haun
Buffalo, NY
Mackenzie Wood
Buffalo, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started