Dominic Julio Baldini

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

• 12/2003 → Present
  Emerson Equity Llc
  San Mateo, CA

Other Businesses

1)-OCEANIC PARTNERS, INC., NOT INVESTMENT RELATED; 3030 BRIDGEWAY, SUITE 120; SAUSALITO, CA 94965; ADVISOR; 04/2017; HOURS/MONTH: ~2; HRS; HOURS/MONTH SECURITIES TRADING HOURS: 0; DUTIES INVOLVE ON GENERAL CORPORATE MATTERS. 2)- DJB COASTAL LLC-NOT INVESTMENT RELATED; 155 BOVET ROAD SUITE 725, SAN MATEO, CA 94402; LLC CREATED FOR ESTATE PLANNING PURPOSES; MANAGING MEMBER; MANAGE AFFAIRS FOR THE LLC; ZERO HOURS DURING SECURITIES TRADING HOURS; 05/2022 3)- STICK, INC. NOT INVESTMENT RELATED, 155 BOVET ROAD STE 725 SAN MATEO, CA 94402, CLOTHING, CEO, DESIGN, MARKETING, BUSINESS STRATEGY, 15 HOURS MONTHLY AND ZERO HOURS DURING SECURITIES TRADING HOURS, 07/2023 4) GFB CLOTHING, NOT INVESTMENT RELATED, 155 BOVET ROAD, STE 725, SAN MATEO, CA 94402, CLOTHING COMPANY, CEO, DESIGN, MARKETING, BUSINESS STRATEGY, 15 HRS A MONTH, 0 HRS DURING SECURITIES TRADING HOURS, 02/2024 5) DJB SOLAR LLC-INVESTMENT RELATED(NOT SECURITIES RELATED) 155 BOVET ROAD, STE. 725, SAN MATEO, CA 94402, SOLAR ASSET MANAGEMENT, MANAGING MEMBER, RESEARCH AND DEVELOPMENT AND MANAGEMENT OF LLC., 8.5 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS, 12/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-03
• S63 Uniform Securities Agent State Law Examination
  1998-10-30