Patrick Duffy
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Patrick Duffy? 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
13 years in the industry.
- EquitableFeb 2026 to now
- Equitable Advisors, LLCFeb 2026 to now
- UnemployedMar 2025 to Feb 2026
- TIAAJan 2024 to Feb 2025
- TIAA-CREF Individual & Institutional Services, LLCJan 2024 to Feb 2025
- Acrisure Investment Advisory, LLCOct 2023 to Jan 2024
- Pensionmark Financial GroupOct 2023 to Jan 2024
- Adp Broker-dealer Inc.Dec 2022 to Oct 2023
- Adp Inc.Dec 2022 to Oct 2023
- UnemployedJun 2022 to Dec 2022
- Eaton Vance Distributors, Inc.Mar 2013 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2575670
- Firm CRD
- 6627