David Lyle
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, LLCJul 2020 to now
- Robert Morris UniversityAug 2019 to May 2021
- ShiptMay 2019 to Sep 2020
- PostmatesMar 2019 to Oct 2019
- Lyle EnterpriseJan 2019 to Jan 2020
- DoordashJan 2019 to Oct 2019
- Community College of Allegheny CountyAug 2016 to May 2019
- St. Moritz Building Services Inc.Feb 2010 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WV).
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
- 7280592
- Firm CRD
- 6627