Reece William Bates
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCJun 2023 to now
- Peak and PeakJun 2023 to now
- FedexOct 2022 to Dec 2022
- Chautauqua InstitutionJun 2022 to Sep 2022
- K Care LandscapingMay 2021 to May 2023
- Peak and PeakDec 2019 to Apr 2023
- Buffalo StateAug 2019 to May 2023
- Chautauqua County DpfMay 2019 to Aug 2019
- H&s BookkeepingMay 2019 to Aug 2019
- Sherman Central SchoolMay 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7767722
- Firm CRD
- 6627