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Henry Herrick Dicapua

Investment adviser representative at Equitable Advisors, LLC
10 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

10 years in the industry.

  1. Equitable Advisors, LLCJun 2026 to now
  2. UnemployedApr 2026 to May 2026
  3. JP Morgan Chase & Co.Jan 2026 to Mar 2026
  4. UnemployedJul 2025 to Dec 2025
  5. Morgan StanleyFeb 2025 to Jun 2025
  6. UnemployedJul 2024 to Jan 2025
  7. Buitoni Food CompanyMay 2023 to Aug 2023
  8. Lehigh UniversityAug 2020 to Jun 2024
  9. Shinnecock Yacht ClubMay 2017 to Aug 2022
  10. New Canaan High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8028509
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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