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Xander Thomas Bauguess

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.

  1. Equitable Advisors, LLCMar 2026 to now
  2. UnemployedJun 2025 to Mar 2026
  3. Tri-m Group LLCJun 2024 to Aug 2024
  4. Wagner CollegeAug 2022 to May 2025
  5. Hofstra UniversityAug 2021 to May 2022
  6. Xan's Auto DetailingJun 2020 to Sep 2020
  7. Rock Hall Fishing ChartersJun 2019 to Sep 2019
  8. Tri-m Group LLCAug 2018 to Sep 2019
  9. Sanford SchoolJan 2016 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
8209873
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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