Shirley Ank Wong
Investment adviser representative at Emerson Equity LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$321.7MFirm assets
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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
12 years in the industry.
- Emerson Equity LLCApr 2024 to now
- Ak Advisors, Inc.Mar 2016 to now
- Ni Advisors, Inc.Jan 2014 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4869184
- Firm CRD
- 130032