Charles Andrew Samuelsohn
Investment adviser representative at Equitable Advisors, LLC
4 yearsExperience
2 statesRegistered 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
4 years in the industry.
- Equitable Advisors, LLCMay 2020 to now
- AXA Advisors, LLCMay 2020 to Jun 2020
- Northwestern MutualJun 2019 to Nov 2019
- UnemployedSep 2018 to May 2019
- Agecroft Partners LLCMay 2018 to Jan 2019
- Town of Bedford Parks and RecreationMay 2018 to Aug 2018
- Town of Bedford Parks and RecreationMay 2017 to Aug 2017
- Pennsylvania State University College of theAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7100341
- Firm CRD
- 6627