Peter Cavazos
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.
- EquitableMay 2026 to now
- Equitable Advisors, LLCMay 2026 to now
- Equitable Advisors, LLCJul 2024 to Mar 2026
- Marine Corps Community ServicesJun 2023 to Aug 2023
- Jayco Hawaii IncJun 2022 to Aug 2022
- University of RichmondAug 2020 to May 2024
- Chao Phya Thai RestaurantMay 2020 to Jul 2024
- Dynamic Mobile DetailingJun 2018 to Aug 2022
- Navy Exchange Service CommandJun 2018 to Aug 2018
- UnemployedJul 2014 to May 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
- 7966117
- Firm CRD
- 6627