Izac H Coleman
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, LLCMay 2025 to now
- PalomaJan 2025 to May 2025
- Northwestern MutualMay 2023 to Jul 2023
- John Carroll University EventsMay 2022 to Jun 2024
- SaxbysJan 2022 to May 2025
- Glenmede TrustMay 2021 to Jul 2021
- John Carroll UniversityAug 2020 to May 2025
- UnemployedJul 2020 to Aug 2020
- Nordonia High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7703898
- Firm CRD
- 6627