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Chiles Bentley Mason

Equitable Advisors, LLC

Richmond, VA

CRD 7267731

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
VA RA APPROVED 2024-02-16
  • TX RA
    APPROVED
    Since 2025-01-02
  • VA RA
    APPROVED
    Since 2024-02-16

Branch Locations

7231 Forest Ave. Suite 300, Richmond, VA 23226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors Llc Richmond VA 07/2020 Present
Hampden-Sydney College Hampden-Sydney College VA 08/2019 05/2020
Mass Mutual Virginia Beach VA 06/2019 08/2019
Stafford's Hospitality Harbor Springs MI 06/2018 08/2018
Hampden-Sydney College Hampden-Sydney VA 08/2018 05/2019
Hampden-Sydney College Hampden-Sydney VA 08/2016 05/2017
Hampden-Sydney College Hampden-Sydney VA 08/2017 05/2018
Cooper-Hurley Law Firm Norfolk VA 08/2019 08/2019
Jamestowne Investments Williamsburg VA 07/2017 08/2017
Unemployed Virginia Beach VA 05/2020 07/2020
  • 07/2020 → Present
    Richmond, VA
  • 08/2019 → 05/2020
    Hampden-Sydney College
    Hampden-Sydney College, VA
  • 06/2019 → 08/2019
    Mass Mutual
    Virginia Beach, VA
  • 06/2018 → 08/2018
    Stafford's Hospitality
    Harbor Springs, MI
  • 08/2018 → 05/2019
    Hampden-Sydney College
    Hampden-Sydney, VA
  • 08/2016 → 05/2017
    Hampden-Sydney College
    Hampden-Sydney, VA
  • 08/2017 → 05/2018
    Hampden-Sydney College
    Hampden-Sydney, VA
  • 08/2019 → 08/2019
    Cooper-Hurley Law Firm
    Norfolk, VA
  • 07/2017 → 08/2017
    Jamestowne Investments
    Williamsburg, VA
  • 05/2020 → 07/2020
    Unemployed
    Virginia Beach, VA
Other Businesses

Cirrus Vodka 1603 Ownby Ln, Richmond, VA 23220, bottling assistant, occasionally offer assistance in the bottling process for the vodka. 1 time per week at most, 4 hrs/month and $85 per year.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-15
  • S66 Uniform Combined State Law Examination
    2024-02-15
Other Names
  • Chiles Mason

View on SEC IAPD

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