Matthew John Shiveley
Investment adviser representative at Emerson Equity LLC
10 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
10 years in the industry.
- Emerson Equity LLCNov 2024 to now
- UnemployedJul 2024 to Nov 2024
- Franklin D. Azar and AssociatesMay 2023 to Jul 2024
- Kevin Kelley Law FirmAug 2022 to Mar 2023
- Rocky VistaAug 2019 to Jul 2022
- UnemployedMar 2019 to Aug 2019
- Ag Resource ManagementFeb 2019 to Mar 2019
- UnemployedDec 2018 to Jan 2019
- Colorado State Univ Global CampusApr 2017 to Nov 2018
- UnemployedSep 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6396136
- Firm CRD
- 130032