Taisha Roche
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Taisha Roche? Claim your profile
Contact this firm
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, LLCMay 2023 to now
- EquitableMay 2023 to now
- Equitable Advisors LLCApr 2021 to Apr 2023
- UnemployedAug 2020 to Mar 2021
- Self- EmployedJan 2017 to Mar 2020
- University of North FloridaAug 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7362210
- Firm CRD
- 6627