Julian Esteban Rodriguez
Investment adviser representative at Equitable Advisors, LLC
14 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Julian Esteban Rodriguez? Claim your profile
Contact this firm
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
14 years in the industry.
- Equitable Advisors, LLC.Jun 2024 to now
- Numero Uno Beach HouseJan 2022 to Nov 2022
- Uber EatsNov 2021 to Jan 2022
- Universidad De Puerto Rico Rio PiedrasAug 2020 to May 2024
- Gonzalez TradingMay 2018 to Aug 2021
- Colegio MaristaAug 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PR).
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
- 7942398
- Firm CRD
- 6627