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Malcolm Burt

Emerson Equity LLC

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About Malcolm Burt

Malcolm Burt is a financial advisor with Emerson Equity LLC. Malcolm has been in the financial industry since 1998. Malcolm provides financial planning and portfolio management services to individuals and businesses. Malcolm Burt's office is located in SAN MATEO, CA.

Firm Information

Malcolm Burt 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Malcolm Burt’s Registration & Firm History

CA

10/24/2019 - Present

Emerson Equity LLC (SAN MATEO CA)

UT

01/26/2018 - 02/20/2018

EDWARD JONES (PLEASANT GROVE UT)

IL

12/03/2015 - 10/11/2017

HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)

UT

03/18/2009 - 10/23/2015

FBL MARKETING SERVICES, LLC (SANDY UT)

UT

01/16/2004 - 03/04/2009

WEDBUSH MORGAN SECURITIES INC. (PROVO UT)

NY

10/02/1996 - 01/26/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/01/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malcolm Burt.
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