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Carter Jeffrey Hassenplug

Investment adviser representative at Equitable Advisors, LLC
11 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

11 years in the industry.

  1. Allegheny CollegeAug 2026 to now
  2. Equitable Advisors, LLCJan 2026 to now
  3. Green Meadows Golf CourseJun 2019 to now
  4. Allegheny College - Mathematics DepartmentOct 2024 to Apr 2025
  5. Allegheny CollegeSep 2021 to May 2025
  6. The Clubhouse Indoor Golf SimulatorsNov 2020 to Dec 2022
  7. UnemployedDec 2015 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
8194864
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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