Anna Kathryn Massey
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCDec 2025 to now
- Assagio KailuaSep 2025 to now
- Sweet As Ice CreamSep 2025 to Nov 2025
- Garden At BoardroomAug 2025 to Sep 2025
- National Republican Senatorial CommitteeMay 2023 to Jul 2023
- North Carolina House of RepresentativesAug 2022 to Oct 2022
- Camp GreystoneMay 2022 to Aug 2022
- University of North Carolina At Chapel HillAug 2021 to Aug 2025
- Longhorn SteakhouseFeb 2021 to Aug 2021
- Sequoia Swimming and Tennis ClubMay 2019 to Sep 2019
- Brentwood AcademyAug 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 8177686
- Firm CRD
- 6627