Richard Chan
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Equitable Advisors, LLCMar 2023 to now
- Rck Holdings LLCJan 2018 to now
- MML Investors Services, LLCFeb 2021 to Jan 2022
- Mass Mutual Life Insurance CompanyNov 2020 to Jan 2022
- Allstate Financial Services LLCJun 2019 to Dec 2020
- Allstate Financial Advisors, LLCMay 2019 to Dec 2020
- Human CareOct 2017 to Nov 2019
- AXA Advisors LLCAug 2017 to Apr 2019
- StatefarmSep 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5770839
- Firm CRD
- 6627