Colette L Beaumont
Investment adviser representative at Equitable Advisors, LLC
20 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Colette L Beaumont? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- EquitableDec 2025 to now
- Equitable Advisors, LLCDec 2025 to now
- UnemployedMar 2025 to Dec 2025
- Walton Re Securities, LLCJan 2025 to Mar 2025
- Potomac Fund ManagementFeb 2024 to Dec 2024
- Oneamerica SecuritiesAug 2023 to Feb 2024
- Assetmark Brokerage, LLCSep 2019 to Aug 2023
- Assetmark Financial, Inc.Sep 2019 to Aug 2023
- Millennium Trust CompanyOct 2017 to Sep 2019
- UnemployedAug 2017 to Oct 2017
- First Trust Portfolios L.P.Apr 2006 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2198854
- Firm CRD
- 6627