Natalie Rosenthal
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered 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.
- Equitable Advisors, LLCSep 2020 to now
- Costa Mesa Chamber of CommerceFeb 2020 to May 2020
- Whole Foods MarketJan 2020 to Jan 2024
- Vse CollegeSep 2019 to Dec 2019
- Mira Vista Country ClubJul 2019 to Sep 2019
- Lilly & CompanyJun 2019 to Sep 2019
- Whole Foods MarketJun 2018 to May 2019
- Orange Coast CollegeJan 2018 to Aug 2018
- Quimby Group CounsultingAug 2017 to May 2019
- Mira Vista Country ClubJun 2017 to Aug 2017
- Chapman UniversityFeb 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7293367
- Firm CRD
- 6627