Alexis Marie Donovan
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Alexis Marie Donovan? Claim your profile
Contact this firm
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
10 years in the industry.
- Equitable Advisors, LLCJul 2022 to now
- Howard County Community College - AthleticsDec 2021 to Jul 2022
- UnemployedAug 2021 to Nov 2021
- Mount St. Mary's University Student-athlete Academic Success OffAug 2020 to May 2021
- Mount St. Mary's UniversityJul 2020 to Jul 2021
- Mount St. Mary's University Accounting and Finance OfficeJan 2019 to Dec 2019
- 5 Star Athletics LLCJun 2017 to Jul 2021
- Mount St. Mary's UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 7601306
- Firm CRD
- 6627