Yanhong Li
Investment adviser representative at Equitable Advisors, LLC
6 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
6 years in the industry.
- Equitable Advisors, LLCApr 2020 to now
- AXA Advisors LLCApr 2020 to Jun 2020
- First Heartland Consultants Inc.May 2019 to Apr 2020
- First Heartland Capital IncFeb 2019 to Apr 2020
- AIGOct 2018 to Jan 2020
- Equity Services, Inc.May 2014 to Sep 2018
- National Life Group/nl Financial ServicesApr 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2432128
- Firm CRD
- 6627