Nathan
Brite
Emerson Equity LLC
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About this Advisor
Nathan Brite is a financial advisor based in Dallas, Texas, working with Emerson Equity LLC. Nathan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Gnosis Films, Woodforest National Bank, Fidelity Investments, Jp Morgan Chase, Securitas, Surgery Plus, Farmers Insurance, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Emerson Equity LLC, and Cre Income Fund. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nathan is part of Emerson Equity LLC, which operates out of Dallas, Texas. The firm has 9 offices and 222 employees. Emerson Equity LLC manages assets totaling $327.9 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
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$327,937,701
222
1,091
$300,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Nathan Brite Work History
Emerson Equity LLC
Cre Income Fund
Surgery Plus
Farmers Insurance
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Jp Morgan Chase
Securitas
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Gnosis Films
Woodforest National Bank
Disclosures
Please visit the SEC profile of Nathan Brite 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
San Mateo, CA
San Carlos, CA
Irvine, CA
San Mateo, CA
New York, NY
Irvine, CA
San Mateo, CA
Pelham, NY
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