Paulo Lee
Investment adviser representative at Equitable Advisors, LLC
14 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
14 years in the industry.
- Equitable Advisors, LLCJan 2026 to now
- Church of the BelovedJan 2025 to now
- UnemployedFeb 2025 to Jan 2026
- Design PickleApr 2024 to Jan 2025
- UnemployedJul 2023 to Mar 2024
- QorusdocsDec 2020 to Jun 2023
- UnemployedOct 2020 to Nov 2020
- BotifyJun 2019 to Sep 2020
- UnemployedMar 2019 to May 2019
- PayscaleMar 2012 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8183083
- Firm CRD
- 6627