Carmine Anthony De San

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

• 05/2015 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2015 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Boy Scouts of America- Patriots Path Council - Rangemaster Rangermaster for Cub Scouts BB Guns and Archery. Will be available on the Patriots Path Council web site for use by Cub Scout Pack other than my Sons' for Rangemaster duties. No compensation is received but my pack will receive discounts at Patriots Path Council scout stores for my time. Spends 3 hours/ month on this activity

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-21
• S63 Uniform Securities Agent State Law Examination
  2012-10-19