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Samuel Arne Mark

Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Equitable Advisors, LLCJan 2024 to now
  2. LPL FinancialJul 2022 to Jan 2024
  3. Vermont State EcuJul 2022 to Jan 2024
  4. VsecuOct 2021 to Aug 2022
  5. Vermont Department of LaborMar 2020 to Jul 2021
  6. Robot Dog Studio/ryan CohenFeb 2019 to Oct 2021
  7. American FlatbreadApr 2016 to May 2020
  8. University of VermontSep 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NH, VT).

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
7607609
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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