Bryan S Montenegro
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Bryan S Montenegro? Claim your profile
Contact this firm
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.
- Equitable Advisors, LLCAug 2020 to now
- UberOct 2019 to Jun 2020
- Nick & Sam's SteakhouseJun 2019 to Oct 2019
- Austin IndustriesMay 2019 to Jul 2019
- Ut ArlingtonDec 2018 to May 2019
- Del Frisco'sOct 2018 to May 2019
- Fogo De ChaoFeb 2018 to Oct 2018
- Texas De BrazilJan 2017 to Feb 2018
- University of Tx At ArlingtonMay 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7250813
- Firm CRD
- 6627