Sean Lowry
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCFeb 2026 to now
- UnemployedJan 2025 to Feb 2026
- ParspecJan 2023 to Dec 2024
- EightfoldMar 2022 to Dec 2022
- UnemployedDec 2021 to Feb 2022
- DomoJul 2021 to Dec 2021
- University of California, BerkeleySep 2019 to Dec 2021
- Santa Barbara City CollegeAug 2017 to Aug 2019
- Redwood High SchoolAug 2013 to Jul 2017
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
- 8178776
- Firm CRD
- 6627