Charles Michael Coyle
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.
- Equitable Advisors, LLCNov 2020 to now
- UnemployedJul 2020 to Oct 2020
- The Churchville InnAug 2019 to Jun 2020
- Sandy Run Country ClubJun 2019 to Aug 2019
- General Nutrition CenterFeb 2019 to Apr 2019
- Dry Tech Waterproofing SolutionsJan 2019 to Jan 2019
- Hibbs FlooringJun 2018 to Aug 2018
- City of PhiladelphiaJun 2017 to Aug 2017
- Chestnut Hill CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7308288
- Firm CRD
- 6627