Conrad Bloom
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCFeb 2026 to now
- John GriggsFeb 2026 to now
- UnemployedDec 2025 to Jan 2026
- Equitable Advisors, LLCSep 2024 to Dec 2025
- UnemployedMay 2024 to Sep 2024
- Lowe'sJan 2024 to May 2024
- Plexus Financial ServicesJun 2023 to Aug 2023
- Freedom Boat ClubMay 2022 to Aug 2022
- Midtown Athletic ClubMay 2021 to Aug 2021
- Arizona State UniverityAug 2020 to Dec 2023
- UnemployedMay 2020 to Aug 2020
- Midtown Athletic ClubMay 2019 to Aug 2019
- Brandt's of PalatineJun 2018 to Aug 2018
- Palatine High SchoolAug 2016 to May 2020
- UnemployedSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7990369
- Firm CRD
- 6627