Trevor Moyer
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCSep 2026 to now
- UnemployedMay 2026 to Sep 2026
- Fidelity InvestmentsOct 2021 to May 2026
- Family Legacy Financial Solutions, LLCJun 2021 to Sep 2021
- Cambridge Investment Research, Inc.Mar 2021 to Jun 2021
- SelectquoteOct 2020 to Apr 2021
- Jackson National Life Distributors LLCSep 2018 to Jul 2020
- Jackson National LifeApr 2018 to Jul 2020
- Capital HondaOct 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7015244
- Firm CRD
- 6627