DP
DP

Daniel Edward Pisenti

35 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
679 clients
Average Client Portfolio
$483K average
Assets Under Management
$327.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.50%
$1M+2.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

117 Paul Drive, Ste B, San Rafael, CA, 94903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Emerson Equity LLC
January 2023 - Present · 3 yrs 1 mo
Emerson Equity LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Whitehall-Parker Securities, INC
July 1997 - December 2022 · 25 yrs 5 mos
Whitehall-Parker Securities, INC.Broker
November 1991 - December 2022 · 31 yrs 1 mo
Smith-Thomas Investment Services, INC.Broker
May 1988 - January 1990 · 1 yr 8 mos
State Registrations10 states
CACOHINVORPASCTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.