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Rene Margaret Baia

Investment adviser representative at Equitable Advisors, LLC
11 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

11 years in the industry.

  1. Equitable Advisors, LLC.May 2026 to now
  2. Rjb 11 LLCMay 2025 to now
  3. Northtown AutomotiveAug 2024 to Jul 2025
  4. West HerrApr 2022 to Aug 2024
  5. BunzlNov 2021 to Apr 2022
  6. West HerrAug 2018 to Nov 2021
  7. UnemployedAug 2017 to Jul 2018
  8. Lord and TaylorApr 2015 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8247316
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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