Maxwell Joseph Luria
Investment adviser representative at Emerson Equity LLC
10 yearsExperience
1 stateRegistered in
$321.7MFirm assets
5 yearsFirm in business
Are you Maxwell Joseph Luria? 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
10 years in the industry.
- Access Capital GroupFeb 2024 to now
- Emerson Equity LLCNov 2023 to now
- Inspired Healthcare CapitalOct 2023 to Aug 2025
- Bank of America Merrill LynchJul 2022 to Oct 2023
- US BankNov 2021 to Jun 2022
- Bank of America Merrill LynchJun 2021 to Aug 2021
- University of ArizonaAug 2018 to May 2022
- Fleming's Prime Steakhouse & Wine BarAug 2018 to Jun 2019
- Pastiche Modern EateryAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7390535
- Firm CRD
- 130032