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Maxwell Joseph Luria

Emerson Equity LLC

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About Maxwell Joseph Luria

Maxwell Joseph Luria is a registered investment advisor representative, active in both Arizona and California, with experience in the financial services industry since 2022. Maxwell Joseph Luria currently works with Emerson Equity LLC, a firm that provides financial planning, educational seminars and selection of other advisors. In addition to this work, Maxwell Joseph Luria is also involved in the investment side of Inspired Healthcare Capital, a company that is focused on real estate, specifically private equity in senior housing. Prior to this, Maxwell Joseph Luria was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maxwell Joseph Luria holds the Series 66, Series 7, and the SIE exams.

Firm Information

Maxwell Luria 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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Maxwell Luria’s Registration & Firm History

AZ

12/07/2023 - Present

Emerson Equity LLC (Scottsdale AZ)

AZ

11/03/2022 - 10/23/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 01/19/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maxwell Joseph Luria.
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