Ana Maria De loizaga
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCDec 2025 to now
- Deja and Company Exquisite JewelsMar 2021 to now
- TargetOct 2023 to Dec 2023
- Blenders In the GrassFeb 2022 to Apr 2022
- University of California, Santa BarbaraJan 2021 to Jun 2024
- Au PairOct 2020 to Jan 2021
- American School of MadridAug 2016 to Sep 2020
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
- 8186736
- Firm CRD
- 6627