Carson Jack Spiegelberg
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLC.May 2023 to now
- GrubhubSep 2022 to May 2023
- Modern Woodmen of AmericaMay 2022 to Aug 2022
- Tone Shark Custom PaintingMay 2021 to May 2022
- Hohiesel PaintingJun 2019 to Dec 2021
- Home DepotSep 2018 to May 2019
- University of Wisconsin- OshkoshMay 2018 to Dec 2022
- Kimberly ClarkMay 2017 to Aug 2018
- University of Wisconsin- MilwaukeeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7717671
- Firm CRD
- 6627