Cristian Bianchi
Advisor at Emerson Equity LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Emerson Equity LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Emerson Equity LLC
Location
New York, NY 10005
Credentials
Series 66
Industry experience
1 year
Cristian Bianchi is a financial advisor at Emerson Equity LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Kingswood Capital Partners and Benchmark Investments, LLC. In addition to his advisory role, he is involved in life insurance sales as a licensed producer. Emerson Equity is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and specialty solutions using a range of investment strategies, managing accounts on both discretionary and non-discretionary bases.
Based on Emerson Equity LLC
Based on Emerson Equity LLC
Financial planning flat fees range from $1,500 to $75,000 or more; portfolio evaluation services typically $1,500; flat fee portfolio management negotiated
$0+: Negotiable, up to 2.5% maximum annually +: Management fee for Private Placement Life Insurance: typically either a flat fee of $25,000-$50,000 per annum charged quarterly in advance, or a percentage fee up to 0.5% annually capped at $50,000 per annum (0.125% quarterly in advance)
Broker-dealer commissions on securities transactions including 12b-1 fees from mutual funds; commissions on insurance and alternative investment products
Insurance consulting hourly rate varies between $75 and $250 per hour
Minimum fee: Flat fee for financial plans typically ranges from $1,500 to $75,000 or more; Portfolio Evaluation Services flat fee typically approximates $1,500 Fee-only: Flat fees for financial plans and portfolio evaluation services; hourly rates for insurance consulting ($75 to $250 per hour)
40 Wall Street, 28th Floor
New York, NY 10005
New York · Texas
Emerson Equity LLC
2025 - Present (1 year)
Emerson Family Office
2025 - Present (1 year)
Kingswood Capital Partners
2023 - 2025 (2 years)
Benchmark Investments, LLC
2021 - 2023 (2 years)
Titan Capital Recovery Group
2019 - 2021 (2 years)
University of Colorado Boulder
2017 - 2019 (2 years)
RNC Genter Capital Management
2017 - 2017 (1 year)
Daniel Hoff
2017 - 2017 (1 year)
World Financial Group
2017 - 2017 (1 year)
University of Colorado Boulder
2016 - 2017 (1 year)
TEQlease Capital
2016 - 2016 (1 year)
University of Colorado Boulder
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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