Sweta S Rao
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCMar 2025 to now
- UnemployedSep 2024 to Mar 2025
- Tristate Financial AdvisorsJul 2023 to Jul 2024
- Age of PashunJun 2022 to Aug 2024
- The Chautauqua CenterOct 2021 to Jan 2023
- Varsity TutorsOct 2020 to Jan 2022
- Shree HospitalityMay 2018 to Dec 2020
- Rosemont CollegeAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
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
- 7950182
- Firm CRD
- 6627