Lin Xie
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCNov 2025 to now
- UnemployedJul 2025 to Nov 2025
- New Wing Gong RestaurantSep 2024 to Jun 2025
- UnemployedJan 2024 to Sep 2024
- Rochetser Institute TechnologyAug 2022 to Dec 2023
- UnemployedJun 2022 to Jul 2022
- Rochetser Institute TechnologyAug 2018 to May 2022
- UnemployedJul 2018 to Jul 2018
- Jericho High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8180941
- Firm CRD
- 6627