San Quach Ward
Investment adviser representative at Emerson Equity LLC
14 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
14 years in the industry.
- Emerson Equity LLCFeb 2023 to now
- Sidecar FinanceFeb 2023 to now
- Rental Property San Quach WardJun 2017 to now
- Currie & BrownJul 2022 to May 2023
- UnemployedFeb 2022 to Jun 2022
- Ultragenyx IncMay 2020 to Feb 2022
- UnemployedApr 2018 to May 2020
- GenentechApr 2012 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7698534
- Firm CRD
- 130032