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Robert Guy Farrell

Investment adviser representative at Equitable Advisors, LLC
13 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

13 years in the industry.

  1. Equitable Advisors, LLCSep 2022 to now
  2. Centaurus Financial/ Wealthmap AdvisorsJul 2021 to Aug 2022
  3. Troy United Football Club (501c3 Non Profit)May 2021 to Oct 2023
  4. Oakland UniversityAug 2019 to May 2023
  5. Herbert Financial GroupMay 2019 to Aug 2020
  6. Zentech, LLCMay 2019 to May 2020
  7. Andiamo Italian RestaurantMay 2019 to Aug 2019
  8. Matador Investing LLCAug 2018 to Jun 2019
  9. Oak ElectricMay 2018 to Aug 2018
  10. Michigan State UniversityJan 2018 to May 2019
  11. Northwood UniversityAug 2017 to Jan 2018
  12. Great Lakes Construction ServicesApr 2017 to Jan 2018
  13. Clarkston High SchoolAug 2013 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
6963880
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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