Brian A Smith
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLC.Jan 2026 to now
- Greg NormanMar 2025 to May 2025
- Retro FitnessMay 2024 to Aug 2024
- AsicsSep 2023 to Feb 2025
- Jersey MikesMay 2023 to Aug 2023
- Bubbakoos BurritosFeb 2023 to May 2023
- Mellow MushroomJan 2023 to Mar 2023
- Florida Gulf Coast UniversityAug 2022 to Dec 2025
- Retro FitnessApr 2022 to Aug 2022
- LowesJan 2022 to Mar 2022
- Palazzo LandscapingJun 2021 to Jan 2022
- Mama CaterinaJan 2021 to May 2021
- Randolph High SchoolSep 2017 to Jun 2021
- Randolph Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8192353
- Firm CRD
- 6627