Alberta M Marx

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

• 04/2023 → 07/2025
  Morgan Stanley
  Richmond, VA
• 11/2021 → 10/2022
  Fits Consulting
  Denville, NJ
• 02/2007 → 09/2021
  Wells Fargo Clearing Service
  Glen Allen, VA
• 11/2022 → 04/2023
  Unemployed
  Richmond, VA
• 07/2025 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2025-03-03 → 2025-07-01
  Morgan Stanley
  Richmond, VA

Other Businesses

1)POWER GLOBAL MINISTRIES IS THE ORGANIZATION, AND I WORK ON POWER BUSINESS VENTURES WHICH HELPS THE PEOPLE CREATE BUSINESS IDEAS, DIRECTOR OF ECONOMIC DEVELOPMENT, DUTIES: MEET WITH THE PEOPLE TO HELP THEM IN THE PROCESS OF THINKING OF BUSINESS IDEAS THAT WILL GENERATE INCOME FOR THEMSELVES AND THEIR FAMILIES, START DATE: 11/1/22, 10 HRS PER MO, NOT INVESTMENT RELATED; 2) POWER GLOBAL MINISTRIES.ORG; 3) Owner/Landlord of properties, 6301 DORIUS DR NORTH CHESTERFIELD, VA 23234 and 6305 DELFT RD NORTH CHESTERFIELD, VA 23234, 4 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03

Other Names

• Alberta Moffitt
• Alberta Michelle Moffitt
• Alberta Michelle Hill
• Alberta M Marx
• Alberta Marx