Anissa Vasquez
Investment adviser representative at Equitable Advisors, LLC
21 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
21 years in the industry.
- Equitable Advisors, LLCFeb 2025 to now
- Sylvan Learning CenterOct 2022 to now
- Sonoran Science AcademyJul 2023 to Sep 2024
- Ameriprise Financial Services, LLCMar 2022 to Jul 2023
- Sunnyside Unified School DistrictSep 2020 to Mar 2022
- University of ArizonaAug 2018 to May 2022
- University High SchoolAug 2014 to Aug 2018
- Sunnyside Unified School District/tucson Unified School DistrictAug 2005 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7523178
- Firm CRD
- 6627