Andrea Ruth Phillips

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

• 09/2018 → 06/2022
  Edward Jones
  St. Louis, MO
• 05/2018 → 09/2018
  New Life St. Louis
  St. Louis, MO
• 07/2017 → 04/2018
  Student
  St. Louis, MO
• 07/2016 → 06/2017
  Murdock Banner Financial Group
  Warrensburg, MO
• 06/2022 → 12/2022
  Fossil Group
  Chesterfield, MO
• 08/2022 → 09/2023
  Vantage Credit Union
  Saint Charles, MO
• 12/2023 → 08/2025
  Edward Jones
  St. Louis, MO
• 08/2025 → Present
  Equitable Advisors, Llc
  New York, NY
• 08/2025 → Present
  Equitable
  Lake Saint Louis, MO

Previous Registrations

• 2024-01-18 → 2025-08-12
  Edward Jones
  Lake Saint Louis, MO
  St. Louis, MO
  St Louis, MO
• 2019-01-07 → 2022-06-27
  Edward Jones
  St. Louis, MO
  St. Louis, MO

Other Businesses

Varisty Tutors, LLC, Contracted Tutor, start 03/2025, 101 South Hanley Road, St. 300, St, Louis MO 63105, approximately 10 hours per month during non-securities related hours. Provide tutoring services to college students and industry professionals pertaining only to assigned topics from coursework or licensing study material.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-04

Other Names

• Andrea Ruth Phillips
• Andrea Phillips