Colin Andrew Johannessen
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCJul 2021 to now
- Self EmployedJul 2019 to Jul 2021
- Commonwealth Financial GroupApr 2019 to Jul 2019
- Minnesota Life Insurance CompanyApr 2019 to Jul 2019
- Securian Financial Services IncApr 2019 to Jul 2019
- UnemployedJan 2019 to Apr 2019
- Lone Oak LLCJul 2018 to Dec 2018
- Edward JonesJan 2018 to Jun 2018
- UnemployedNov 2017 to Jan 2018
- Autumn Financial GroupJun 2017 to Oct 2017
- UnemploymentFeb 2017 to May 2017
- Citigroup Global Markets Inc.Oct 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5479843
- Firm CRD
- 6627