Daniel Pikula
Daniel Pikula is a registered investment advisor at Emerson Equity LLC, based in Wellington, FL, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
Wellington, FL
Get directionsHistory
Regulatory History (10)
Customer Dispute
June 2025Customer Dispute
June 2025Customer Dispute
May 2025Customer Dispute
July 2023Regulatory
December 2016Regulatory
February 2014Customer Dispute
September 2011Customer Dispute
August 2003Customer Dispute
September 2001Customer Dispute
August 2001Other Business Activities
Daniel is a Registered Investment Advisor and President/IAR at Money Manager Inc., dedicating nearly full-time hours during securities trading. He is also a real estate development consultant/owner at Florida Investment Exchange and a managing member at WSU Pullman, LLC, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Emerson Equity LLCBroker
Money Manager INC.
Previous Registrations
Emerson Equity LLC
Revere Securities LLCBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Newbridge Securities CorporationBroker
Newbridge Securities CorporationBroker
Eisner Securities, INC.Broker
First Albany CorporationBroker
Mesirow Financial, INC.Broker
H.J. Meyers & CO., INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations5 states
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.