Terry Jo Schaff
Investment adviser representative at Equitable Advisors, LLC
14 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
14 years in the industry.
- Equitable Advisors, LLCSep 2025 to now
- Lunds and ByerlysApr 2017 to now
- Laker Athletic Booster Club-associated With Prior Lake H.S.Sep 2016 to now
- Baseball FactoryJul 2021 to Nov 2024
- Champs SportsNov 2018 to Dec 2020
- Prep Hoops NetworkAug 2018 to Oct 2018
- My 7on7Jul 2018 to Dec 2018
- U of M, AthleticsAug 2015 to May 2018
- Power Play Marketing GroupJun 2012 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8142345
- Firm CRD
- 6627