Samuel Chavez
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCFeb 2026 to now
- Dumpling Time BerkeleyAug 2025 to Aug 2026
- UnemployedApr 2025 to Jul 2025
- Ace ParkingFeb 2025 to Apr 2025
- Frank's Engineering ClinicOct 2024 to Jan 2025
- UnemployedJul 2024 to Oct 2024
- Century 21 Real EstateSep 2023 to Dec 2023
- Abbot Spi, IncJan 2023 to Aug 2023
- Chipotle, IncJun 2022 to Oct 2022
- Good Eggs, IncJan 2021 to Sep 2021
- University of California, Santa CruzSep 2020 to Jun 2024
- Amazon IncSep 2020 to Jan 2021
- Market Hall FoodsJul 2018 to Jul 2019
- YouthworksJun 2016 to Sep 2017
- Berkeley High SchoolJan 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8209730
- Firm CRD
- 6627