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Paul Knieriem

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.

  1. Equitable Advisors, LLC.Jun 2026 to now
  2. Fairfield UniversitySep 2022 to now
  3. Town of HuntingtonJun 2025 to Aug 2025
  4. Fairfield Investment GroupJan 2025 to Jan 2026
  5. Union Park CapitalJan 2025 to May 2025
  6. Sports Equipment for All Children ProgramSep 2024 to Apr 2025
  7. Huntington Village Lacrosse Club IncFeb 2024 to May 2024
  8. Town of HuntingtonMay 2023 to Aug 2023
  9. Town of HuntingtonMay 2022 to Aug 2022
  10. Town of HuntingtonMay 2021 to Aug 2021
  11. Town of HuntingtonMay 2020 to Aug 2020
  12. Town of HuntingtonMay 2019 to Aug 2019
  13. Huntington High SchoolAug 2018 to May 2022
  14. UnemployedMay 2016 to Aug 2018

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
8267469
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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