Mark X. Winklmeier
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCJan 2026 to now
- UnemployedOct 2025 to now
- Town Bar and KitchenJan 2025 to Oct 2025
- UnemployedJul 2024 to Jan 2025
- Oracle NetsuiteJan 2024 to Jun 2024
- UnemployedAug 2023 to Jan 2024
- RyderJan 2023 to Aug 2023
- UnemployedJul 2022 to Jan 2023
- University of Rhode IslandAug 2021 to Jun 2022
- Bluegrace LogisticsMay 2021 to Aug 2021
- University of Rhode IslandMar 2020 to May 2021
- PangeaAug 2019 to Feb 2020
- University of Rhode IslandAug 2017 to Aug 2019
- Urban TableJan 2016 to Jul 2017
- Morristown High SchoolOct 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8189816
- Firm CRD
- 6627