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Karli Hamada

Investment adviser representative at Equitable Advisors, LLC
11 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

11 years in the industry.

  1. Equitable Advisors, LLCDec 2024 to now
  2. UnemployedNov 2024 to Nov 2024
  3. Pacific Financial Partners LLCJan 2022 to Oct 2024
  4. Osaic Wealth, IncJun 2021 to Oct 2024
  5. Royal Alliance Associates, Inc.Jun 2021 to Oct 2024
  6. UnemployedAug 2019 to May 2021
  7. Royal Alliance Associates, Inc.Nov 2018 to Jul 2019
  8. SiiApr 2016 to Nov 2018
  9. Hamada/kim Financial LLCAug 2013 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (HI).

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
6138532
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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