Jake Roman Quadagno
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, LLCMar 2026 to now
- Gus's/ Franklin Park ResturantJun 2021 to now
- The Red Jug PubSep 2024 to May 2025
- The RathskellerSep 2023 to May 2024
- Binghamton UniversitySep 2021 to May 2025
- The Market At Gus'sJun 2021 to Sep 2024
- Village of Mamaroneck Day CampJun 2021 to Aug 2021
- Suny GeneseoSep 2020 to May 2021
- Harrison Recreation CampJun 2019 to Aug 2019
- Mamaroneck High SchoolSep 2016 to Jun 2020
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
- 8189323
- Firm CRD
- 6627