Samuel Hanee Drum
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Samuel Hanee Drum? Claim your profile
Contact this firm
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.Jun 2026 to now
- UnemployedMay 2026 to Jun 2026
- Northern Bank & Trust CompanyMay 2025 to Dec 2025
- Massachusetts Department of Developmental Services, DdsJul 2024 to Dec 2024
- UnitedhealthoneJul 2023 to Dec 2023
- Boatyard Bar & GrillMay 2022 to Sep 2022
- North Eastern UniversitySep 2021 to May 2026
- UnemployedMay 2016 to Aug 2021
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
- 8270644
- Firm CRD
- 6627