Robert Garrett Delozier

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

• 03/2015 → 11/2017
  Lake Bryan & Lakeside Icehouse & Grill
  Bryan, TX
• 01/2018 → 09/2020
  Ridglea Country Club
  Fort Worth, TX
• 02/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2017 → 12/2017
  Bj's Restaurant & Brewhouse
  Arlington, TX
• 02/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. BENEFIT MALL EMPLOYEE BENEFIT SOLUTIONS; 12404 PARK CENTRAL DR, SUITE 400S, DALLAS, TX 75251; SALES AGENT; START 8/15/2020; APPROX 1 HOUR/MONTH. 2. BLOOD CANCER UNITED; 1300 SUMMIT AVE, FORT WORTH, TX 76102; BOARD OF TRUSTEES MEMBER; START 7/1/2023; APPROX 4 HOURS/MONTH. 3. POA/EXECUTOR OF FATHER'S ESTATE. 4. RG DELOZIER HOLDINGS, LLC; 200 NURSERY LN, APT 4119, FORT WORTH, TX 76114; OWNER, SOLE PROPRIETOR, USED FOR BUSINESS EXPENSES; START 3/24/2025; APPROX 1 HOUR/MONTH. 5. THE ASHAR GROUP; 1800 PEMBROOK DR, UNIT 240, ORLANDO, FL 32810; AGENT - LIFE SETTLEMENTS; START 3/24/2025; APPROX 1 HOUR/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-27
• S63 Uniform Securities Agent State Law Examination
  2019-10-21

Other Names

• Robert Garrett Delozier
• Robert Delozier