Matthew J Nielsen
Investment adviser representative at Emerson Equity LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Emerson Equity LLCMar 2025 to now
- Kingswood Capital Partners, LLCMay 2023 to Mar 2025
- Kingswood Wealth Advisors LLCJan 2022 to Mar 2025
- Benchmark Advisory Services, LLCMay 2020 to Jan 2022
- Benchmark Investments, IncMay 2020 to Jan 2022
- Stonecrest Advisors, Inc.Jun 2015 to May 2020
- Stonecrest Capital Markets, Inc.Apr 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 2762423
- Firm CRD
- 130032