Samuel Lewis Oliver
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
2 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
12 years in the industry.
- Equitable Advisors, LLCOct 2025 to now
- Colorado RockiesApr 2024 to now
- Kroenke Sports & EntertainmentAug 2023 to now
- Colorado Media SchoolJun 2023 to Jan 2024
- Lucile's Creole CafeMay 2023 to Sep 2024
- UnemployedFeb 2023 to Apr 2023
- Dell TechnologiesJan 2022 to Jan 2023
- Unemployed/career ChangeOct 2021 to Dec 2021
- FedexDec 2020 to Sep 2021
- Lift AcademyAug 2020 to Jan 2021
- Sid and Nancy's CoffeeMay 2020 to Aug 2020
- S+p ParkingOct 2019 to Apr 2020
- Ku EndowmentAug 2018 to Dec 2018
- Kansas FootballFeb 2017 to Dec 2017
- National Student Leadership ConferenceJun 2016 to Aug 2019
- University of KansasJan 2016 to May 2020
- Morningstar's NY PizzaMay 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8150867
- Firm CRD
- 6627