Colin Michael Lucey
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Equitable Advisors, LLCSep 2022 to now
- UnemployedJul 2022 to Sep 2022
- Equitable Advisors, LLCSep 2021 to Jul 2022
- UnemployedSep 2020 to Aug 2021
- Riverfront Auto SalesAug 2017 to Aug 2020
- Buffalo Auto GroupJun 2009 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
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
- 7444454
- Firm CRD
- 6627