Thomas Bentley
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
2 statesRegistered 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, LLC.Sep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Helen H. Offshore FishingJun 2022 to Aug 2023
- University of GeorgiaJan 2022 to May 2024
- Cape Cod Baseball LeagueMay 2021 to Jun 2021
- Endicott CollegeAug 2020 to Dec 2021
- Your Boat ClubAug 2019 to Jun 2020
- Paradise Car WashMay 2019 to Sep 2019
- USA HockeyNov 2017 to Mar 2018
- Prior Lake HighschoolSep 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7983281
- Firm CRD
- 6627