Ryan Sherer
Ryan Sherer is a registered investment advisor at Emerson Equity LLC, based in Los Gatos, CA, with 13 years of industry experience. Ryan 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
2 N Santa Cruz Ave., Suite 201, Los Gatos, CA, 95030
Get directionsHistory
Regulatory History (12)
Judgment / Lien
August 2026Judgment / Lien
June 2026Customer Dispute
May 2026Customer Dispute
November 2025Customer Dispute
October 2025Customer Dispute
October 2025Customer Dispute
August 2025Customer Dispute
August 2025Customer Dispute
June 2024Judgment / Lien
February 2024Judgment / Lien
February 2024Judgment / Lien
July 2023Other Business ActivitiesSells Insurance
Ryan is involved with The Sherer Group, LLC, functioning as a DBA for securities-related business as well as life insurance and fixed annuities sales and service, dedicating full-time hours. He also serves as a managing partner for Access Capital Group LLC, wholesaling for select sponsors, and as a managing member for WSU Pullman, LLC, a real estate finance company, each taking a few hours per week.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Sandlapper Securities, LLCBroker
Sandlapper Wealth Management, LLC
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations24 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
More Advisors
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