Farzin S Morena
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, LLCSep 2025 to now
- The R&r Realty Company IncMay 2022 to now
- Tesla IncAug 2019 to May 2022
- Highlife Realty IncJul 2014 to Dec 2021
- Tesla IncJul 2014 to Jan 2019
- Hipvoice IncMar 2009 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
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
- 5019086
- Firm CRD
- 6627