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Samuel Thomas Schreiber

Investment adviser representative at Equitable Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$47.3BFirm assets

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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

14 years in the industry.

  1. Equitable Advisors, LLCDec 2022 to now
  2. Wauban FarmsJun 2017 to now
  3. Thomas SchreiberDec 2022 to Feb 2026
  4. Axia GroupSep 2022 to Feb 2026
  5. Western New England UniversityJun 2022 to Feb 2026
  6. Frontier Regional SchoolJun 2018 to Jun 2022
  7. Mohawk Trail/hawlemont Regional School DistrictsJun 2012 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7667278
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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