Therynn James Winberry
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, LLCMar 2025 to now
- InstacartJan 2021 to now
- Butte CollegeAug 2020 to May 2021
- Two Men and a TruckJul 2020 to Jan 2021
- Jm ElectricJan 2020 to Aug 2025
- West Virginia UniversityAug 2018 to Jan 2020
- Sun Oaks Tennis and FitnessJan 2016 to Mar 2018
- Foothill High SchoolAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8000920
- Firm CRD
- 6627