Oscar David Elizalde
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.
- EquitableOct 2025 to now
- Equitable Advisors, LLC.Feb 2025 to now
- UnemployedSep 2024 to Feb 2025
- American Income LifeJul 2024 to Sep 2024
- Northeast IsdFeb 2024 to Jun 2024
- UnemployedJun 2022 to Feb 2024
- San Marcos Consolidated IsdAug 2019 to Jun 2022
- Little Guy MoversJun 2019 to Jul 2019
- Charlotte RusseDec 2018 to Apr 2019
- San Marcos Consolidated IsdAug 2018 to May 2019
- UnemployedJun 2018 to Aug 2018
- San Antonio IsdNov 2017 to May 2018
- UnemployedJan 2017 to Nov 2017
- Texas Tech UniversityDec 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 8025474
- Firm CRD
- 6627