Benjamin Claffee
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCFeb 2023 to now
- Sunglass HutNov 2022 to Jan 2023
- Baytree National Golf LinksJun 2022 to Oct 2022
- Florida Institute of TechnologyAug 2021 to Dec 2022
- Geo-technology AssociatesMay 2021 to Aug 2021
- Howard County ConservancyMay 2020 to Aug 2020
- Rock Lacrosse ClubMay 2018 to Aug 2020
- St. Mary's College of MarylandAug 2017 to May 2021
- Hillendale Country ClubMay 2017 to Aug 2017
- Fallston High SchoolAug 2013 to May 2017
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
- 7699419
- Firm CRD
- 6627