Bradley Owen Davidson
Investment adviser representative at Emerson Equity LLC
14 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
14 years in the industry.
- Nelson Brothers Professional Real Estate LLC Aka Versity InvestmJan 2025 to now
- Emerson Equity LLCFeb 2024 to now
- College Yard Investments (formerly Known As Pebble Beach, Dst)Feb 2024 to now
- Aurora SecuritiesJan 2023 to Jan 2024
- Secure Asset Management, LLCJan 2023 to Jan 2024
- Real Estate Transition SolutionsDec 2022 to Jan 2024
- Wealthforge Securities LLCJun 2022 to Dec 2022
- Versity Investments, LLCSep 2018 to Dec 2022
- Emerson Equity LLCAug 2018 to Jun 2022
- Pacific West Certified Development CompanyJun 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
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
- 5142256
- Firm CRD
- 130032