Rikin Kaushik Patel
Investment adviser representative at Emerson Equity LLC
25 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
25 years in the industry.
- Emerson Equity LLCMar 2025 to now
- Kaushik Patel LLCJan 2001 to now
- Kingswood Capital Partners, LLCFeb 2023 to Mar 2025
- Kingswood Wealth Advisors LLCJan 2022 to Mar 2025
- Benchmark Investments, IncMay 2020 to Mar 2025
- Benchmark Advisory Services, LLCMay 2020 to Jan 2022
- Sterne Agee Investment Advisor Services, Inc.Jun 2016 to May 2020
- Sterne Agee Financial Services, Inc.Mar 2012 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
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
- 4669036
- Firm CRD
- 130032