Sejal Patel
Investment adviser representative at Emerson Equity LLC
11 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
11 years in the industry.
- Emerson Equity LLCFeb 2025 to now
- Highland Capital BrokerageFeb 2025 to now
- Arcus Capital Partners LLCJun 2024 to Jan 2025
- Dempsey Lord Smith, LLCJan 2024 to May 2024
- Orangetheory FitnessNov 2023 to Dec 2023
- The Prudential Insurance Company of AmericaSep 2023 to Nov 2023
- Pruco Securities LLCJan 2023 to Nov 2023
- Post-grad Travel/breakJun 2022 to Dec 2022
- Nav AdvisorsJun 2021 to Jul 2021
- Georgia State UniversityAug 2019 to May 2022
- For EyesJun 2019 to Jan 2020
- Brookwood High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7445920
- Firm CRD
- 130032