Julian Wong
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJul 2022 to now
- Equitable Advisor, LLCApr 2022 to now
- UnemployedJun 2021 to Apr 2022
- Institute for Environmental HealthJan 2019 to Jun 2021
- Steak Stone and SushiAug 2018 to Jan 2019
- Jasmine Campus Dining RoomSep 2016 to May 2017
- Stony Brook UniversityAug 2013 to Jul 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
- 7539126
- Firm CRD
- 6627