Peter T Po

Employer firm

Emerson Equity LLC CRD 130032

$322M regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2024
  Ni Advisors, Inc.
  Oakland, CA
• 08/1998 → Present
  Peter Po Insurance Services
  Cupertino, CA
• 05/2024 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2015-08-21 → 2024-05-16
  Ni Advisors
  Milpitas, CA
  Cupertino, CA
• 2007-10-15 → 2015-08-12
  Voya Financial Advisors, Inc.
  San Gabriel, CA
  San Gabriel, CA
  San Gabriel, CA
  Milpitas, CA
  Windsor, CT
  Sunnyvale, CA
• 2004-09-16 → 2007-10-01
  Msi Financial Services, Inc.
  Foster City, CA
  Foster City, CA
• 2001-03-23 → 2002-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cupertino, CA

Other Businesses

1)PETER PO INSURANCE SERVICES. INVESTMENT RELATED. 20370 TOWN CENTER LANE #120 CUPERTINO, CA 95014. ANNUITIES, LIFE & HEALTH INSURANCE. AGENT/OWNER, 20 HOURS/MONTH 30 MINUTES/WEEKLY DURING SECURITIES TRADING HOURS. SALES & MANAGEMENT. 08/1998

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-07
• S65 Uniform Investment Adviser Law Examination
  1998-10-07

Other Names

• Peter Po
• Tinchu Peter Po