Mahsa Pour lotfi
Investment adviser representative at Equitable Advisors, LLC
19 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
19 years in the industry.
- Stifel Independent Advisors, LLCMay 2026 to now
- Equitable Advisors, LLCSep 2023 to now
- EquitableSep 2023 to now
- Wells Fargo Clearing Services LLCMay 2018 to May 2018
- Wells Fargo Bank NAJul 2014 to Feb 2023
- ChemimedDec 2007 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6952904
- Firm CRD
- 6627