Joseph Marriner Nielson
Investment adviser representative at Equitable Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Equitable Advisors, LLCNov 2017 to now
- AXA Advisors, LLCNov 2017 to Jun 2020
- MML Investors Services, LLCAug 2016 to Oct 2017
- Massmutual Life Insurance CompanyMay 2016 to Oct 2017
- AdpJul 2006 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6678367
- Firm CRD
- 6627