David William Souter
Investment adviser representative at Equitable Advisors, LLC
14 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
14 years in the industry.
- Equitable Advisors, LLCFeb 2022 to now
- The Prudential Insurance Company of AmericaOct 2017 to Feb 2022
- Pruco Securities, LLCAug 2017 to Feb 2022
- UnemployedAug 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2744476
- Firm CRD
- 6627