Bradley Davidson
Bradley Davidson is a registered investment advisor at Emerson Equity LLC, based in Mission Viejo, CA, with 7 years of industry experience. Bradley 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).
Fee Estimator
Location
26421 Crown Valley Parkway, Suite 200, Mission Viejo, CA, 92691
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.
Exams
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