Maximillian Bradley Shaulis
Investment adviser representative at Emerson Equity LLC
10 yearsExperience
7 statesRegistered 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 LLCSep 2020 to now
- Mountain FinancialJun 2019 to now
- Smiling Moose DeliJun 2017 to Jan 2018
- University of DenverSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, ID, KY, MN, OH, WA).
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
- 7283721
- Firm CRD
- 130032