Mason Cooper Morris-frey
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered 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.Apr 2026 to now
- UnemployedDec 2024 to Apr 2026
- QuidApr 2023 to Nov 2024
- UnemployedFeb 2023 to Mar 2023
- Seamless AiApr 2022 to Jan 2023
- UnemployedFeb 2022 to Mar 2022
- Total Quality LogisticsAug 2021 to Jan 2022
- UnemployedJul 2021 to Jul 2021
- Madison Earth CareMay 2021 to Jun 2021
- UnemployedFeb 2021 to Apr 2021
- Anderson Brothers SanitationMar 2020 to Jan 2021
- Bradley and WallNov 2019 to Jan 2021
- UnemployedJul 2019 to Oct 2019
- SproutsMar 2019 to Jun 2019
- University of South FloridaAug 2018 to Jun 2019
- PublixApr 2018 to Aug 2018
- UnemployedJan 2018 to Mar 2018
- Three Brothers PizzaOct 2017 to Dec 2017
- Ralston Lawn CareMay 2017 to Oct 2017
- Bradley and WallOct 2016 to May 2017
- Daniel Hand High SchoolMar 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, KY).
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
- 8233799
- Firm CRD
- 6627