Nathan M Guldin
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
3 statesRegistered 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, LLCFeb 2025 to now
- Nates Premium Firewood, LLCJun 2024 to now
- University of BuffaloSep 2021 to Dec 2024
- G D Wendt BuildersJun 2021 to Dec 2024
- Town of North TonawandaJun 2020 to Sep 2020
- Tim HortonsSep 2019 to Sep 2021
- Town of North TonawandaJun 2019 to Sep 2019
- Niagara Wheatfield High SchoolSep 2017 to Jun 2021
- UnemployedJul 2017 to Aug 2017
- Edward Town Middle SchoolJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (GA, NY, 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
- 8030994
- Firm CRD
- 6627