Charles Harmon
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, LLC.Aug 2026 to now
- Door DashNov 2025 to now
- Baillie LumberMay 2025 to Jul 2025
- University of BuffaloAug 2023 to Dec 2025
- LearfieldSep 2022 to Oct 2025
- Erie Community CollegeJan 2020 to May 2022
- Chick-fil-aSep 2019 to Nov 2025
- UnemployedJul 2016 to Mar 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
- 8303698
- Firm CRD
- 6627