Maxwell Jacob Ruthart
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJun 2023 to now
- Innovation of Peace and Development (uta)Aug 2022 to May 2023
- The University of Texas At AustinAug 2022 to May 2023
- Americorps (austin Public Health)May 2021 to Sep 2021
- University of Texas At San Antionio/university of Texas At AustiAug 2019 to May 2023
- Sweet FrogMar 2019 to Jul 2019
- Camp WaldenAug 2018 to Jun 2023
- UnemployedJun 2013 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7776398
- Firm CRD
- 6627