Hannah Schertz
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, LLCApr 2026 to now
- Clean Crew LLCMay 2025 to now
- UnemployedFeb 2025 to May 2025
- UpsNov 2024 to Jan 2025
- Bm Trade Company Inc.Aug 2023 to Dec 2024
- Rivian Automotive, LLCSep 2022 to Aug 2023
- People ReadyMay 2022 to Sep 2022
- Bm Trade Company Inc.Dec 2021 to Sep 2022
- Point PickupMar 2021 to Nov 2022
- DoordashMar 2021 to Nov 2021
- Independent ContractorMar 2021 to Nov 2021
- FlexitechDec 2020 to Mar 2021
- StaffquickJul 2020 to Dec 2020
- UnemployedJun 2020 to Jun 2020
- AldiJan 2020 to May 2020
- UnemployedJun 2019 to Dec 2019
- Steak 'n ShakeJan 2019 to May 2019
- WalmartJul 2017 to May 2019
- Mcdonald'sApr 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8211897
- Firm CRD
- 6627