William Tyler Gupton
Investment adviser representative at Emerald Asset Management, Inc.
10 yearsExperience
1 stateRegistered in
$120.8MFirm assets
1 yearFirm 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
- Pension consulting
Experience
10 years in the industry.
- Emerald Asset Management, Inc.Mar 2025 to now
- First Citizens BankJul 2021 to Mar 2025
- First Citizens Investor ServicesJul 2021 to Mar 2025
- Guggenheim Funds Distributors, LLCNov 2018 to Jul 2021
- Capfinancial Securities, LLC.Apr 2016 to Nov 2018
- CaptrustApr 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Emerald Asset Management, Inc.
$120.8MAssets managed
170Clients
2Advisers
1 yearIn 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
- 5812173
- Firm CRD
- 174691