Ivra Lee Bassett
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, LLC.Jan 2026 to now
- Amazon FlexSep 2019 to now
- MML Investors Services, LLCOct 2024 to Jan 2026
- Massmutual Life Insurance CoSep 2024 to Jan 2026
- Allstate Financial Services, LLCMay 2023 to Jul 2024
- The Good Feet StoreFeb 2023 to May 2023
- Nylife Securities LLCJun 2021 to Feb 2023
- LyftAug 2019 to Apr 2020
- UberAug 2019 to Apr 2020
- Electronic Systems ConsultantsJan 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7395442
- Firm CRD
- 6627