Valerio Chiarotti
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.
- Equitable Advisors, LLCSep 2024 to now
- UnemployedAug 2024 to Aug 2024
- UnemployedJun 2024 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to May 2024
- Paulson Investment Company, LLCSep 2022 to Oct 2022
- UnemployedJun 2022 to Aug 2022
- Bank of America, N.A.Jul 2020 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Nov 2020
- TerravinoMar 2010 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7250286
- Firm CRD
- 6627