Adam Scott Norman
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
- UnemployedMay 2026 to Jun 2026
- Ae Wealth Management, LLCFeb 2026 to May 2026
- Conservative Financial SolutionsJan 2025 to May 2026
- Arvin Sango Inc.May 2024 to Jul 2024
- Indiana Wesleyan UniversityAug 2021 to Jan 2025
- Milan Community SchoolAug 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8026734
- Firm CRD
- 6627