Ryan Sherer
Ryan Sherer is a registered investment advisor at Emerson Equity LLC, based in San Mateo, CA, with 13 years of industry experience. Ryan 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 (9)
Customer 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 Registrations25 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.