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Adam Ryan Fabozzi

Investment adviser representative at Equitable Advisors, LLC
16 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

16 years in the industry.

  1. Equitable Advisors, LLCJun 2020 to now
  2. My City My SecretAug 2010 to now
  3. UnemployedFeb 2020 to May 2020
  4. Northwestern MutualAug 2019 to Jan 2020
  5. UnemployedMar 2019 to Jul 2019
  6. Cellular Sales of Knoxville Inc.Jul 2014 to Mar 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2024

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
7092228
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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