Frances Cecilia Moley

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

• 11/2001 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2001 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Rental Properties; 7215 Main St, Kansas City, MO 64114; 8800 Wornall, Kansas City, MO 64117; Joint Owner; START 1/1/1980; APPROX 1 HOUR/MONTH. 2. POA FOR SISTER.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-28

Other Names

• Frances Cecilia Heverly