Alberta M Marx
Investment adviser representative at Equitable Advisors, LLC
19 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
19 years in the industry.
- Equitable Advisors, LLCJul 2025 to now
- Morgan StanleyApr 2023 to Jul 2025
- UnemployedNov 2022 to Apr 2023
- Fits ConsultingNov 2021 to Oct 2022
- Wells Fargo Clearing ServiceFeb 2007 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 5289815
- Firm CRD
- 6627