Ross Taylor Harter
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.
- EquitableOct 2023 to now
- Equitable Advisors, LLCJun 2022 to now
- Nylife Securities LLCApr 2021 to Jun 2022
- New York Life Insurance CoSep 2020 to Jun 2022
- F M BrownsMar 2020 to Sep 2020
- Alvernia UniversityAug 2018 to May 2021
- Reading Area Community CollegeAug 2017 to May 2021
- Reading High SchoolAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7243009
- Firm CRD
- 6627