Nathan James Phang
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.
- Equitable Advisors, LLC.Jan 2026 to now
- UnemployedSep 2025 to Jan 2026
- AdelviaMar 2025 to Jun 2025
- Tag SolutionsJun 2024 to Sep 2024
- Town of Bethlehem Highway DepartmentMay 2024 to Aug 2024
- Vent FitnessJun 2023 to Aug 2023
- ShopriteJun 2022 to Feb 2023
- Providence CollegeAug 2021 to May 2025
- Albany Country ClubMay 2021 to Aug 2025
- Bethlehem High SchoolSep 2017 to Jun 2021
- UnemployedJul 2017 to Aug 2017
- Bethlehem Middle SchoolDec 2015 to Jun 2017
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
- 8199322
- Firm CRD
- 6627