Charles Ryan Nail
Investment adviser representative at Equitable Advisors, LLC
8 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
8 years in the industry.
- Equitable Advisors, LLCMar 2019 to now
- AXA Advisors, LLCMar 2019 to Jun 2020
- Morgan StanleyJul 2018 to Feb 2019
- UnemployedMay 2018 to Jun 2018
- Olympus Wealth ManagementMay 2017 to Jan 2018
- Brigham Young UniversityJul 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6940282
- Firm CRD
- 6627