Malcolm Dee Lewis
Investment adviser representative at Equitable Advisors, LLC
24 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
24 years in the industry.
- Equitable Advisors, LLCAug 2024 to now
- Bestway Tax & AccountingJan 2002 to now
- MML Investors Services, LLCOct 2019 to Aug 2024
- Mass Mutual Life Insurance CoJun 2019 to Aug 2024
- Pruco Securities, LLCNov 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6729044
- Firm CRD
- 6627