linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel James Mercer

Emerson Equity LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel James Mercer

Daniel Mercer is a financial advisor with Emerson Equity LLC located in San Mateo, CA. Daniel has been in the industry since 2016 and is licensed in 9 states. Daniel is experienced in providing a wide range of services including financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors. Daniel specializes in high-net-worth individuals and private placement life insurance.

Firm Information

Daniel Mercer is currently registered with Emerson Equity LLC. Emerson Equity LLC is a California-based limited liability company formed in 2003 that provides investment advisory services. With over 200 registered representatives and 70+ investment advisor representatives, the firm manages approximately $176 million in regulatory assets for a range of clients, including individuals, pension plans, and other investment advisors. Their services include financial planning, educational seminars, portfolio management, and selection of other advisors. Emerson Equity focuses on providing comprehensive investment advice to individuals and institutions and specializes in the management of private placement life insurance and insurance dedicated funds. They are registered with the SEC and in all 50 states.
Emerson Equity LLC

155 BOVET ROAD, SUITE 725

SAN MATEO, CA 94402

$176.17M

Assets Under Management

39

Total Clients

165

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

management of private placement life insurance / insurance dedicated funds (single investor private funds)

Management of private placement life insurance / insurance dedicated funds (single investor private funds)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Mercer’s Registration & Firm History

CA

06/09/2023 - Present

Emerson Equity LLC (SAN MATEO CA)

AZ

03/07/2022 - 06/13/2023

MIT ASSOCIATES, LLC (Phoenix AZ)

AZ

03/02/2020 - 02/17/2022

EMERSON EQUITY LLC (Phoenix AZ)

AZ

10/07/2016 - 03/02/2020

COLORADO FINANCIAL SERVICE CORPORATION (PHOENIX AZ)

Not sure if Daniel James Mercer is right for you?

Licenses & Designations

BC

Issued 09/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2016

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Mercer.
Not sure if Daniel James Mercer is right for you?