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.
- Equitable Advisors, LLCJun 2026 to now
- UnemployedOct 2025 to Jun 2026
- US OpenAug 2025 to Sep 2025
- Northwestern MutualNov 2024 to Jun 2025
- UnemployedJan 2024 to Nov 2024
- Ellis & PartnersJan 2022 to Dec 2023
- UnemployedAug 2021 to Dec 2021
- ZeotapSep 2020 to Jul 2021
- FinnovatingMay 2019 to Jul 2019
- Vins De TallerJul 2018 to Sep 2018
- 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