Evan Richard Felix
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Daurem LLCMay 2023 to Aug 2023
- Greek HouseMay 2022 to Aug 2022
- Cavalier MovingMay 2021 to Aug 2021
- LivesafeMay 2019 to Aug 2019
- Virginia Commonwealth UniversityAug 2018 to May 2024
- Herndon High SchoolJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7963507
- Firm CRD
- 6627