Coty Channing Backmon
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Alex AbbenanteJan 2026 to now
- Equitable Advisors, LLCFeb 2025 to now
- UnemployedOct 2024 to Feb 2025
- EquitableJan 2024 to Oct 2024
- Equitable Advisors, LLCAug 2021 to Oct 2024
- UnemployedSep 2019 to Aug 2021
- Purshe Kaplan Sterling InvestmentsApr 2018 to Sep 2019
- Mcadam, LLCMar 2018 to Sep 2019
- UnemployedSep 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, VA).
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
- 4514533
- Firm CRD
- 6627