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James Anthony Anderson

Investment adviser representative at Equitable Advisors, LLC
10 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

10 years in the industry.

  1. Equitable Advisors, LLCSep 2024 to now
  2. Msa Security, An Allied Universal CompanyMay 2022 to Mar 2025
  3. Fife Flyers Ice Hockey ClubAug 2021 to May 2022
  4. Msa Security, An Allied Universal CompanyFeb 2021 to Aug 2021
  5. UnemployedMay 2020 to Feb 2021
  6. US Department of StateJan 2020 to May 2020
  7. Madison Square Garden CompanyMay 2017 to May 2019
  8. Converged Technology GroupMay 2017 to Jun 2017
  9. Mercyhurst UniversityAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7981519
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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