Daniel M King
Investment adviser representative at Emerson Equity LLC
11 yearsExperience
1 stateRegistered in
$321.7MFirm assets
5 yearsFirm in business
Are you Daniel M King? Claim your profile
Contact this firm
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
11 years in the industry.
- SolidarisMay 2025 to now
- Emerson Equity LLCApr 2025 to now
- Kingswood Capital Partners, LLCMay 2023 to Apr 2025
- Kingswood Wealth Advisors, LLCJul 2022 to Apr 2025
- Benchmark Investments, Inc.Feb 2019 to May 2023
- Newbridge Securities CorpNov 2016 to Feb 2019
- Legend Securities IncMar 2015 to Nov 2016
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 (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
- 5954543
- Firm CRD
- 130032