Peter T Po
Investment adviser representative at Emerson Equity LLC
28 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
28 years in the industry.
- Emerson Equity LLCMay 2024 to now
- Peter Po Insurance ServicesAug 1998 to now
- Ni Advisors, Inc.Aug 2015 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
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
- 3106974
- Firm CRD
- 130032