Thomas Nolan Bailey
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.
- Brett CaroselliMar 2023 to now
- Equitable Advisors, LLCMar 2023 to now
- Valet SellerFeb 2023 to Jun 2023
- UnemployedJan 2023 to Feb 2023
- Aspen Skiing CompanyJan 2021 to Dec 2022
- UnemployedNov 2020 to Dec 2020
- The Weed Man Lawn ServicesAug 2020 to Oct 2020
- Heritage EnvironmentalMay 2020 to Aug 2020
- Brite ComputersJul 2019 to Jul 2020
- Ph Pools and SpaMay 2017 to Aug 2020
- The University of VermontAug 2016 to May 2020
- Dyer StraightsJun 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7720741
- Firm CRD
- 6627