Alex Kim
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCNov 2025 to now
- Equitable Advisors, LlaOct 2025 to now
- UnemployedAug 2023 to Oct 2025
- Samsung Electronics of AmericaApr 2023 to Aug 2023
- UnemployedJul 2022 to Apr 2023
- Northwestern MutualOct 2021 to Jun 2022
- UnemployedSep 2021 to Oct 2021
- Equitable LLCJan 2021 to Aug 2021
- UnemployedApr 2020 to Dec 2020
- Straight Line Source, LLCJan 2020 to Mar 2020
- UnemployedOct 2018 to Dec 2019
- Coastal EquitiesJun 2018 to Aug 2018
- Drexel Hamilton, LLCMay 2018 to Sep 2018
- UnemployedJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6973531
- Firm CRD
- 6627