Fei Chen
Investment adviser representative at Equitable Advisors, LLC
8 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
8 years in the industry.
- Equitable Advisors, LLCDec 2023 to now
- Cpa In Bay LLPJul 2020 to now
- Biz Friend, IncMay 2019 to now
- Chen Cpa Inc.Jul 2016 to now
- Pruco Securities LLCApr 2023 to Dec 2023
- The Prudential Insurance Company of AmericaApr 2023 to Dec 2023
- Avantax Advisory ServicesDec 2020 to Apr 2023
- Avantax Insurance Agency, LLCDec 2020 to Apr 2023
- Avantax Investment Services, Inc.Dec 2020 to Apr 2023
- Taida Sports IncNov 2017 to May 2018
- Kl Accounting & Legal ServicesOct 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7313504
- Firm CRD
- 6627