Brendan Herriman
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCMar 2023 to now
- UnemployedJan 2023 to Mar 2023
- Kbc AdvisorsNov 2021 to Jan 2023
- UnemployedSep 2021 to Oct 2021
- Paccar PartsJul 2020 to Sep 2021
- Gonzaga UniversityAug 2018 to May 2020
- Pacific Coast VenturesMar 2017 to Jul 2020
- The CoolJan 2017 to Apr 2017
- Armani ExchangeNov 2016 to Apr 2017
- Bellevue CollegeSep 2016 to Jun 2018
- SafewayOct 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7714295
- Firm CRD
- 6627