Spiro Valasakos
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLC.Mar 2021 to now
- UnemployedSep 2020 to Mar 2021
- Costco WholesaleFeb 2020 to Aug 2020
- Athens ServicesMay 2018 to Jul 2018
- Azusa Pacific UniversityJun 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7112217
- Firm CRD
- 6627