Natalie Harris
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, LLCOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Oga's Japanese CuisineDec 2023 to Jun 2024
- UnemployedOct 2023 to Nov 2023
- The LexingtonJan 2023 to Oct 2023
- Santa Fe InstituteJun 2021 to Aug 2021
- Wellesley CollegeSep 2019 to May 2023
- Polar BeveragesJun 2019 to Jun 2020
- UnemployedOct 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7998835
- Firm CRD
- 6627