Vanessa Richie
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, LLCMay 2025 to now
- UnemployedMay 2024 to May 2025
- Merryhill Elementary SchoolJun 2023 to Aug 2023
- DoordashMay 2022 to Jun 2022
- Cal Poly HumboldtAug 2021 to May 2024
- Lifetime FitnessMay 2021 to Aug 2021
- Raley'sApr 2020 to Sep 2020
- Saint Mary's CollegeAug 2019 to Jul 2021
- Casa Roble High SchoolJul 2015 to Jul 2019
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
- 8065700
- Firm CRD
- 6627