Ross Taylor Harter

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

• 08/2017 → 05/2021
  Reading Area Community College
  Reading, PA
• 08/2016 → 12/2019
  Reading High School
  Reading, PA
• 09/2020 → 06/2022
  New York Life Insurance Co
  Harrisburg, PA
• 04/2021 → 06/2022
  Nylife Securities Llc
  Harrisburg, PA
• 08/2018 → 05/2021
  Alvernia University
  Reading, PA
• 06/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 03/2020 → 09/2020
  F M Browns
  Sinking Spring, PA
• 10/2023 → Present
  Equitable
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07
• S63 Uniform Securities Agent State Law Examination
  2021-10-21