Richard Gaudreau
Investment adviser representative at Equitable Advisors, LLC
9 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
9 years in the industry.
- Equitable Advisors, LLCJul 2022 to now
- UnemployedJun 2022 to Jul 2022
- Boston Financial Investment ManagementFeb 2022 to May 2022
- UnemployedDec 2021 to Jan 2022
- Boston Financial Investment ManagementOct 2021 to Dec 2021
- UnemployedJun 2021 to Sep 2021
- Westfiled State UniversityAug 2017 to May 2021
- Whalley Computer AssociatesJul 2014 to Sep 2020
- St. Mary's HighschoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7592203
- Firm CRD
- 6627