Ryan Thomas Wolfe
Investment adviser representative at Equitable Advisors, LLC
9 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
9 years in the industry.
- Equitable Advisors, LLC.Dec 2025 to now
- UnemployedApr 2025 to Dec 2025
- Meritrust Wealth ManagementJan 2025 to Mar 2025
- Tri-arrows AluminumMay 2024 to Jul 2024
- First Kentucky SecuritiesJun 2023 to Jul 2023
- Woodhaven Country ClubMay 2021 to Dec 2021
- Bellarmine UniversityAug 2020 to Jan 2025
- Kentucky Kingdom & Hurricane BayDec 2017 to Oct 2023
- Saint Xavier High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7781824
- Firm CRD
- 6627