Scott Patrick Cunningham
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
3 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
10 years in the industry.
- Julia Valler Event StaffingAug 2025 to now
- Equitable Advisors, LLCAug 2022 to now
- Flyaway Creative LLCJun 2022 to Nov 2023
- Broadridge Financial SolutionsJun 2021 to Aug 2021
- Broadridge Financial SolutionsJun 2020 to Aug 2020
- Uber EatsJun 2019 to Nov 2023
- Greenwich Country ClubMay 2019 to Jun 2019
- Colorado CollegeAug 2018 to May 2022
- BartacoMar 2018 to Aug 2018
- McdonaldsMay 2017 to Aug 2017
- Wilton High SchoolSep 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 7617558
- Firm CRD
- 6627