Julian David Rodriguez
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, LLCSep 2024 to now
- S&p GlobalJun 2023 to Aug 2023
- S&p GlobalJun 2022 to Aug 2022
- Valet KingsJun 2021 to Dec 2024
- Seton Hall UniversityAug 2019 to May 2024
- American DreamJul 2019 to Dec 2020
- Hudson Pool ManagementJun 2019 to Sep 2019
- Ridgefield RecreationJul 2017 to Aug 2018
- Ridgefield Memorial High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7987661
- Firm CRD
- 6627