Roselle Shea Gerber
Investment adviser representative at Equitable Advisors, LLC
17 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
17 years in the industry.
- Equitable Advisors, LLCJul 2023 to now
- UnemployedJan 2023 to Jun 2023
- JPMorgan Chase Bank, N.A.Jan 2018 to Dec 2022
- J.P. Morgan Securities LLCOct 2012 to Dec 2022
- JPMorgan Chase NADec 2006 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4531656
- Firm CRD
- 6627