Samantha Ann Trankler
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$47.3BFirm assets
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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, LLCAug 2026 to now
- Stifel Indepenedent AdvisorsNov 2023 to Aug 2026
- N/aSep 2023 to Nov 2023
- Kpmg LLPJul 2017 to Sep 2023
- N/aApr 2017 to Jul 2017
- University of Missouri - Saint LouisAug 2015 to Dec 2016
- Gonzalez Companies, LLCJul 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6993472
- Firm CRD
- 6627