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Juan P Nieto

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.

  1. Equitable Advisors, LLCJun 2026 to now
  2. UnemployedOct 2025 to Jun 2026
  3. US OpenAug 2025 to Sep 2025
  4. Northwestern MutualNov 2024 to Jun 2025
  5. UnemployedJan 2024 to Nov 2024
  6. Ellis & PartnersJan 2022 to Dec 2023
  7. UnemployedAug 2021 to Dec 2021
  8. ZeotapSep 2020 to Jul 2021
  9. FinnovatingMay 2019 to Jul 2019
  10. Vins De TallerJul 2018 to Sep 2018
  11. Endicott CollegeSep 2015 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7992595
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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