Melissa Mary Barall
Investment adviser representative at Emerson Equity LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$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 LLCMar 2026 to now
- Finalis Securities LLCFeb 2025 to now
- Structured Finance LLCMay 2025 to Jan 2026
- Rightwise WealthOct 2024 to Jun 2025
- Coyote VenturesAug 2023 to Oct 2024
- Slr Capital PartnersSep 2022 to Aug 2023
- Global Endowment ManagementMar 2021 to Aug 2022
- Wells Fargo Securities, LLCJun 2018 to Mar 2021
- ST. Mary's College of MarylandAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
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
- 6973413
- Firm CRD
- 130032