Maggie Leah Kays
Investment adviser representative at Equitable Advisors, LLC
18 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
18 years in the industry.
- Equitable Advisors, LLCSep 2024 to now
- Kenton County School DistrictAug 2024 to Dec 2024
- Learn By Doing Albert.ioNov 2023 to Aug 2024
- NorwexAug 2017 to Dec 2018
- Mary Kay CosmeticsOct 2010 to Sep 2023
- Oak Hills Local School DistrictAug 2008 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7982169
- Firm CRD
- 6627