Andrew C Gallik
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, LLCJun 2025 to now
- Michael LeonakisJun 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Jun 2025
- Osaic Fa, Inc.Aug 2024 to Jun 2025
- UnemployedMay 2024 to Aug 2024
- Bank of America, N.A.Dec 2022 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to May 2024
- UnemployedApr 2022 to Oct 2022
- PNC BankJul 2019 to Apr 2022
- Levin FurnitureJan 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7656054
- Firm CRD
- 6627