Andrew Jules Chabot
Investment adviser representative at Equitable Advisors, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$47.3BFirm assets
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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
16 years in the industry.
- Equitable Advisors, LLCJan 2024 to now
- Securities America AdvisorsMay 2021 to Jan 2024
- Securities America, Inc.May 2021 to Jan 2024
- Waddell & Reed, Inc.May 2020 to May 2021
- Rancho Wealth ManagementApr 2015 to May 2020
- LPL Financial, LLCDec 2010 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4622383
- Firm CRD
- 6627