Jeffrey Conflitti
Investment adviser representative at Equitable Advisors, LLC
6 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
6 years in the industry.
- Equitable Advisors, LLCJan 2019 to now
- AXA Advisors, LLCJan 2019 to Jun 2020
- UnemployedJun 2018 to Jan 2019
- Michigan PgaMay 2017 to Mar 2018
- University of the Incarnate WordSep 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
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
- 6976640
- Firm CRD
- 6627