Charles Hoyt Alexander Altizer

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2004 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1)AM FINANCIAL GRIOUP BENEFITS1)AM FINANCIAL 7231 FOREST AVE STE 300 RICHMOND, VA 23226, PRINCIPAL/OWNER, DUTIES: BENEFITS, GROUP BENEFITS, MEDICAL, HEALTH, DENTAL, INDIVIDUALS, ETC, START DATE: 5/1/17, 10 HRS PER MO, AM FINANCIAL BANK ACCT; 2)ASHAR GROUP LIFE SETTLEMENT 1800 PEMBROOK DRIVE STE 240 ORLANDO FL 32810, FINANCIAL CONSULTANT, DUTIES: ASHAR GROUP LIFE SETTLEMENT SHOPS OPTIONS AND PROVIDES THESE TO THE ADVISOR TO PRESENT TO THOSE CLIENTS SEEKING LIFE SETTLEMENTS, START DATE: 10/31/24, 1 HR PER MO; 3) OUTSIDE BUSINESS BROKERAGE, TRANSAMERICA, RELIANCE STANDARD, 4) USING ALEX.ALTIZER@CAPITALFINANCIALGRP.COM TO CONDUCT EQUITABLE BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2005-01-25
• S63 Uniform Securities Agent State Law Examination
  2002-01-23

Other Names

• C.H. Alexander Altizer