Christopher David Greear

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

• 09/2006 → 04/2017
  Ameriprise Financial Services, Inc.
  Chicago, IL
• 04/2017 → 06/2018
  Valic Financial Advisors, Inc.
  Chicago, IL
• 07/2018 → 06/2020
  Axa Advisors, Llc
  Richmond, VA
• 07/2018 → Present
  Equitable Advisors, Llc
  New York, NY
• 12/2022 → Present
  Equitable
  Richmond, VA

Previous Registrations

• 2017-04-11 → 2018-07-06
  Valic Financial Advisors, Inc.
  Chicago, IL
• 2006-12-05 → 2017-04-12
  Ameriprise Financial Services, Llc
  Downers Grove, IL
  Chicago, IL

Other Businesses

Killa Dillas - Richmond, VA, Husband of the owner; ad-hoc fill in for staff. Occasional support for purchasing and record keeping. Approximate 10 hours per month during non-securtities related hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-04

Other Names

• Christopher David Greear
• Christopher Greear