Shonna Latrice Smith
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$47.3BFirm assets
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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, LLCFeb 2023 to now
- MML Investors Services, LLCApr 2020 to Feb 2023
- Mass Mutual Life Insurance CompanyFeb 2020 to Feb 2023
- Minnesota Life Insurance CoJun 2015 to Mar 2020
- Securian Financial Services IncJun 2015 to Mar 2020
- Shoemaker FinancialJun 2015 to Mar 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6281090
- Firm CRD
- 6627