Summer Taylor Mosher
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, LLCAug 2022 to now
- EquitableNov 2021 to now
- UnemployedJul 2021 to Sep 2021
- Reinvented Upscale ResaleMay 2021 to Jul 2021
- Vaux VintageJan 2020 to Mar 2021
- Hudson Valley DistillersNov 2019 to Mar 2021
- Outdoor VoicesJan 2019 to Apr 2019
- Fashion Institute of Design and MerchandisingSep 2018 to Oct 2019
- Chamonix BrideJun 2015 to Jun 2018
- Marist CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7447061
- Firm CRD
- 6627