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Gabriel Candea

5 Years of Experience
Santee, CA
2 DisclosuresBroker

Gabriel Candea is a registered investment advisor at Emerson Equity LLC, based in Santee, CA, with 5 years of industry experience. Gabriel 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

Santee, CA

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History

Regulatory History (2)
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Customer Dispute
February 2026
Pending
Customer Dispute
November 2025
Pending
Other Business Activities

Gabriel works as a real estate broker for multiple real estate firms, including The Beacon Group and Compass Real Estate. He spends about half his time on real estate activities, with a significant portion occurring during securities trading hours.

Employment History
Current Registrations
Emerson Equity LLC
March 2022 - Present · 4 yrs 4 mos
Emerson Equity LLC
January 2022 - Present · 4 yrs 6 mos
Emerson Equity LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Spyglass Securities, LLCBroker
February 2011 - August 2011 · 6 mos
Chicago Investment Group, LLC
October 2008 - February 2009 · 4 mos
Chicago Investment Group, LLCBroker
July 2008 - February 2009 · 7 mos
State Registrations4 states
CAMENCNV
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.