Preston Dean Rodriguez
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- Roseleaf GardensAug 2022 to May 2023
- Mcdonald'sJul 2021 to Jul 2022
- Parkmead KeyspotDec 2020 to Jan 2021
- California State University, ChicoAug 2019 to May 2023
- SafewayFeb 2019 to Sep 2019
- Dewing Park Swim ClubJun 2018 to Aug 2018
- Los Lomas High SchoolAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7791121
- Firm CRD
- 6627