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Daniel Edward Pisenti

Investment adviser representative at Emerson Equity LLC
35 yearsExperience
1 stateRegistered in
$321.7MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

35 years in the industry.

  1. Emerson Equity LLCJan 2023 to now
  2. Whitehall-parker Securities, Inc.Oct 1991 to Jan 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

Emerson Equity LLC

$321.7MAssets managed
620Clients
80Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1782562
Firm CRD
130032
Advisor's SEC record (opens in a new tab)
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