Richard Eldee Taylor
Investment adviser representative at Equitable Advisors, LLC
39 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
39 years in the industry.
- Equitable Advisors, LLCJun 2025 to now
- Solid Rock Financial Partners, LLCDec 2024 to Jun 2025
- Eagle Strategies LLCMay 2023 to Jun 2025
- Nylife Securities LLCJan 2022 to Jun 2025
- New York Life CompanyNov 2021 to Jun 2025
- UnemployedJul 2021 to Oct 2021
- United Parcel ServiceApr 1987 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7454036
- Firm CRD
- 6627