Maxwell Oppong
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, LLC.May 2026 to now
- UnemployedJan 2026 to May 2026
- Kia West NyackJul 2025 to Dec 2025
- New BalanceDec 2024 to Mar 2025
- ProtivitiJun 2024 to Aug 2024
- Dicks Sporting GoodsNov 2022 to Feb 2023
- University of DelawareOct 2022 to Jun 2025
- UnemployedJun 2021 to Sep 2022
- Old NavyMar 2021 to May 2021
- UnemployedSep 2020 to Feb 2021
- Modells Sporting GoodsJun 2020 to Aug 2020
- UnemployedJul 2017 to May 2020
- Felix Festa Middle SchoolSep 2016 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
- 8215490
- Firm CRD
- 6627