Tristan James Hulme
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, LLCAug 2024 to now
- UnemployedJun 2024 to Jul 2024
- Ally FinancialMay 2023 to Aug 2023
- Godfrey LandscapingMay 2021 to May 2023
- Ursinus CollegeAug 2020 to May 2024
- Vector MarketingMay 2020 to Aug 2020
- Cenova Snow Removal ServiceNov 2019 to Dec 2020
- Altomonte's Italian Market and DeliNov 2019 to Mar 2020
- Central Bucks West High SchoolAug 2017 to Jul 2020
- Tohickon Middle SchoolAug 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7974297
- Firm CRD
- 6627