Connor Urdahl
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.
- EquitableSep 2025 to now
- Equitable Advisors, LLCSep 2025 to now
- UnemployedAug 2025 to Aug 2025
- EquitableMay 2023 to Jul 2025
- Equitable Advisors, LLCOct 2020 to Jul 2025
- University of MinnesotaSep 2018 to May 2020
- Right Way ShuttleJun 2017 to Jul 2017
- Almost FamilyOct 2016 to Oct 2022
- University of Wisconsin Eau ClaireSep 2016 to May 2018
- UnemployedSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7293028
- Firm CRD
- 6627