Rachelle Rivera
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJun 2026 to now
- Brea Olinda Unified School DistrictAug 2025 to Jun 2026
- UnemployedJul 2025 to Jul 2025
- Cristo Rey Orange CountyJul 2024 to Jun 2025
- Irvine Hebrew Day SchoolAug 2023 to Jul 2024
- Crean Lutheran High SchoolJul 2023 to May 2024
- Aloha Health Medical AcademyOct 2021 to Jun 2023
- Los Alamitos High SchoolJul 2021 to Sep 2023
- Rise Up AthleticsMay 2021 to May 2023
- Oc All StarsApr 2020 to Jun 2020
- El Dorado High SchoolMay 2019 to May 2020
- Cal State University, Long BeachJan 2019 to May 2021
- Cheerforce OcJan 2019 to Mar 2020
- St Joseph High SchoolAug 2018 to May 2019
- Fountain Valley High SchoolJun 2018 to May 2019
- Willis Towers WatsonOct 2017 to May 2018
- Nothing Bundt CakesOct 2015 to Oct 2017
- San Diego State UniversityAug 2013 to Aug 2017
- United Spirit AssociationMay 2013 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8270451
- Firm CRD
- 6627