Alyssa Marie Potts
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, LLCFeb 2026 to now
- UnemployedMar 2025 to Feb 2026
- Blue Rock Structures, Inc.Oct 2023 to Mar 2025
- Tachi Palace Casino and ResortJun 2022 to Oct 2023
- Kohl's Department StoreJun 2021 to Jun 2022
- Lowe's Home ImprovementMar 2021 to May 2021
- United States NavyAug 2014 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8198312
- Firm CRD
- 6627