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Hardit Chaudhary

Emerson Equity LLC
31 Years of Experience
Millbrae, CA
1 DisclosureBroker
View SEC Summary
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Hardit Chaudhary is a registered investment advisor at Emerson Equity LLC, based in Millbrae, CA, with 31 years of industry experience. Hardit is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.

Emerson Equity LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
620 clients
Average Client Portfolio
$519K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

485 Broadway, Suite 300, Millbrae, CA, 94030

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Emerson Equity LLC
April 2026 - Present · 6 mos
Emerson Equity LLC
March 2026 - Present · 7 mos
Emerson Equity LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2024 - February 2026 · 2 yrs 1 mo
Osaic Wealth, INC.
January 2024 - February 2026 · 2 yrs 1 mo
Woodbury Financial Services, INC.
August 2013 - January 2024 · 10 yrs 5 mos
Woodbury Financial Services, INC.Broker
August 2013 - January 2024 · 10 yrs 5 mos
Waddell & Reed
July 2009 - August 2013 · 4 yrs 1 mo
Waddell & Reed, INC.Broker
July 2009 - August 2013 · 4 yrs 1 mo
U.S. Bancorp Investments, INC.
January 2006 - July 2009 · 3 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
October 2002 - July 2009 · 6 yrs 9 mos
Fiserv Investor Services, INC.Broker
October 2001 - February 2003 · 1 yr 4 mos
Cal Fed InvestmentsBroker
August 1999 - September 2001 · 2 yrs 1 mo
Dean Witter Reynolds INC.Broker
September 1998 - July 1999 · 10 mos
Ba Investment Services, INC.Broker
February 1996 - August 1998 · 2 yrs 6 mos
Global Strategies Group, INC.Broker
April 1995 - January 1996 · 9 mos
Thomas James Associates, INC.Broker
March 1994 - June 1994 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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