VT
VT

Vladislav Tsyn

28 Years of Experience
San Carlos, CA
2 DisclosuresBroker

Vladislav Tsyn is a registered investment advisor at Emerson Equity LLC, based in San Carlos, CA, with 28 years of industry experience. Vladislav 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
679 clients
Average Client Portfolio
$483K average
Assets Under Management
$327.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Carlos, CA

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History

Regulatory History (2)
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.
Customer Dispute
October 2008
Settled
Customer Dispute
July 2006
Denied
Other Business Activities

Vladislav is a partner at Bemo Ventures, Inc. d/b/a Sidecar Finance, where he provides marketing and promoting services to shareholders, including marketing of securities related business done with Emerson Equity LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Emerson Equity LLC
September 2024 - Present · 1 yr 8 mos
Emerson Equity LLC
September 2024 - Present · 1 yr 8 mos
Emerson Equity LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2024 · 6 yrs 2 mos
Strategic Advisers LLC
July 2015 - July 2018 · 3 yrs
Fidelity Brokerage Services LLCBroker
May 2015 - September 2024 · 9 yrs 4 mos
Sorrento Pacific Financial, LLC
December 2012 - April 2015 · 2 yrs 4 mos
Sorrento Pacific Financial, LLCBroker
December 2012 - April 2015 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
September 2008 - December 2012 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
September 2008 - December 2012 · 4 yrs 3 mos
Citigroup Global Markets INC.
May 2007 - October 2008 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2008 · 1 yr 5 mos
Citicorp Investment ServicesBroker
May 2006 - May 2007 · 1 yr
Citicorp Investment Services
May 2006 - May 2007 · 1 yr
Wells Fargo Investments, LLC
October 2003 - May 2006 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
October 2003 - May 2006 · 2 yrs 7 mos
Citigroup Global Markets INC.
January 2001 - October 2003 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2001 - October 2003 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
November 1997 - January 2001 · 3 yrs 2 mos
State Registrations5 states
CAFLIDILWA
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.