Racquel E Nakata
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCJul 2023 to now
- UnemployedMar 2023 to Jul 2023
- First Hawaiian BankJan 2021 to Mar 2023
- UnemployedMay 2020 to Dec 2020
- University of Hawaii West OahuJan 2020 to May 2020
- Forward RealtyJun 2017 to Dec 2019
- UnemployedMay 2017 to Jun 2017
- Ohana Pacific Management CompanyAug 2015 to Apr 2017
- Honolulu Community CollegeJan 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 7327507
- Firm CRD
- 6627