Scott David Allen
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.
- Equitable Advisors, LLCAug 2025 to now
- UnemployedJun 2025 to Aug 2025
- Borough of Surf CityJun 2023 to Sep 2023
- Rowan UnversitySep 2022 to May 2025
- AldiMay 2022 to Aug 2022
- Mondelez InternationalApr 2020 to May 2022
- Ocean County CollegeSep 2019 to Jun 2022
- WalmartJun 2018 to Apr 2020
- UnemployedJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8143741
- Firm CRD
- 6627