Frank A Perez delgado
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCApr 2025 to now
- Ameriprise Financial Services, LLCNov 2021 to Apr 2025
- Bank of America, N.A.Dec 2016 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Nov 2021
- Cetera Investment Advisers LLCOct 2016 to Dec 2016
- Cetera Investment Services LLCMay 2016 to Dec 2016
- Regions BankJul 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 6656349
- Firm CRD
- 6627