Raymond Charles Vandegrift
Investment adviser representative at Equitable Advisors, LLC
7 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
7 years in the industry.
- Equitable Advisors, LLCMar 2018 to now
- Big 4/triple HhhOct 2014 to now
- AXA Advisors, LLCMar 2018 to Jun 2020
- Med Park Corp.Oct 2017 to Mar 2018
- TravelingJun 2017 to Sep 2017
- AXA AdvisorsJun 2016 to Mar 2017
- Saint Joseph's UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
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
- 6664011
- Firm CRD
- 6627