Alec Yamauchi
Investment adviser representative at Equitable Advisors, LLC
9 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
9 years in the industry.
- Equitable Advisors, LLCSep 2024 to now
- Hirayama ElectricMay 2024 to Aug 2024
- Perfect Game BaseballMar 2023 to Jul 2023
- DoordashJun 2022 to Aug 2024
- UnemployedOct 2021 to May 2022
- Dairy QueenSep 2017 to Sep 2021
- Liberty High SchoolSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7989956
- Firm CRD
- 6627