Noah Benjamin Puggarana
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, LLCAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Groundworks IndustriesJun 2022 to May 2024
- The Hilt Bar and GrillAug 2021 to Jul 2022
- Oregon Post Adoption Resource CenterOct 2020 to May 2024
- UnemployedMar 2020 to Oct 2020
- Supermorebetter, LLCJan 2016 to Mar 2020
- Portland State University Honors CollegeSep 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7968012
- Firm CRD
- 6627