Todd
Condiff

Emerson Equity LLC

CRD#5193760
Investment Advisor
in Sachse, TX

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About this Advisor

Todd Condiff is a financial advisor based in Sachse, Texas, working with Emerson Equity LLC. Todd has previously held positions at Dipinto Inc Dba Aggressive Roofing Systems, Superior Retirement Strategies, LLC, Clk Investment Advisors, Fresh Start, and Emerson Equity LLC. Todd has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Todd is part of Emerson Equity LLC, which operates out of Sachse, Texas. 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

5806 Meadowcrest
Sachse, TX 75048

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Emerson Equity LLC Brokerage Details

Total Assets Under Management

$176,171,921

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

222

TX Average: 43
Total Number of Accounts

1,037

TX Average: 3,727
Average Account Size

$169,886

TX 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

Todd Condiff Work History

2014 - Present (10 years)

Emerson Equity LLC

2013 - Present (11 years)

Fresh Start

2007 - Present (17 years)

Clk Investment Advisors

2005 - Present (19 years)

Dipinto Inc Dba Aggressive Roofing Systems

2012 - 2016 (4 years)

Superior Retirement Strategies, LLC

Disclosures

Please visit the SEC profile of Todd Condiff 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

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