Cade Clary
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, LLCMay 2026 to now
- Dwell Luxury RentalsJan 2026 to May 2026
- Nau- W.A. Franke College of BusinessAug 2025 to May 2026
- TargetJul 2025 to Dec 2025
- Americana PartnersMay 2025 to Aug 2025
- Axepert LawnMay 2024 to May 2025
- Flagstaff Moving CompanyJan 2024 to Jul 2024
- Northern Arizona UniversityAug 2022 to May 2026
- The Home DepotJun 2021 to Mar 2023
- Palmer Ridge High SchoolAug 2020 to Jul 2022
- Robert E Lee High SchoolAug 2019 to Jul 2020
- Chick-fil-aJan 2018 to Mar 2018
- Midland Classical AcademyApr 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8253900
- Firm CRD
- 6627