Bradley Davidson is a registered investment advisor at Emerson Equity LLC, based in San Mateo, CA, with 7 years of industry experience. Bradley 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
155 Bovet Road, Suite 725, San Mateo, CA, 94402
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2026Customer Dispute
December 2025Other Business Activities
Bradley is an executive at College Yard Investments (formerly known as Pebble Beach, DST), an alternative investment sponsor, and is involved in operations, capital raising, marketing, and compliance. This activity takes up nearly all of Bradley's time, including during securities trading hours.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Secure Asset Management, L.L.C.
Aurora SecuritiesBroker
Wealthforge Securities, LLCBroker
Emerson Equity LLCBroker
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.