Samuel Ian Downs
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
2 statesRegistered 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, LLCOct 2024 to now
- Idaho Falls ChukarsJun 2024 to Jul 2024
- UmbcAug 2023 to May 2024
- Monrovia MartJul 2021 to Aug 2023
- Food LionNov 2020 to Feb 2021
- US Business ServiceSep 2019 to Oct 2019
- Stevenson UniversityAug 2018 to May 2023
- Linganore High SchoolJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 7995502
- Firm CRD
- 6627