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Adam Dyke

28 Years of Experience
Franklin, TN
BrokerSells Insurance

Adam Dyke is a registered investment advisor at Emerson Equity LLC, based in Franklin, TN, with 28 years of industry experience. Adam 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.

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

Franklin, TN

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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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Other Business ActivitiesSells Insurance

Adam operates Richer Experience as a marketing vehicle for his investment business with Emerson Equity, dedicating about full-time hours to maintaining the website and advertising campaigns. He also owns rental real estate properties through Van Dyke Companies and sells fixed insurance products, including life, health, and long-term care insurance, as a licensed producer since 1998.

Employment History
Current Registrations
Emerson Equity LLC
January 2023 - Present · 3 yrs 9 mos
Emerson Equity LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2021 - December 2022 · 1 yr 6 mos
Cetera Advisor Networks LLC
June 2021 - December 2022 · 1 yr 6 mos
Voya Financial Advisors, INC.
July 2013 - June 2021 · 7 yrs 11 mos
Voya Financial Advisors, INC.Broker
June 2013 - June 2021 · 8 yrs
Wall Street Financial Group, INC
August 2005 - June 2013 · 7 yrs 10 mos
Wall Street Financial Group, INC.Broker
August 2005 - June 2013 · 7 yrs 10 mos
American Express Financial Advisors, INC.
February 2001 - August 2005 · 4 yrs 6 mos
American Express Financial Advisors INC.Broker
April 1998 - August 2005 · 7 yrs 4 mos
Ids Life Insurance CompanyBroker
April 1998 - August 2005 · 7 yrs 4 mos
State Registrations20 states
ALAZCACOCTFLHIILKYMAMINHNYPASCTNTXVAWAWI
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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