Kenny Joseph Charles

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 → 09/2016
  Head Of The Bay Club
  Huntington, NY
• 06/2014 → 07/2018
  Town Of Huntington
  Huntington, NY
• 06/2016 → 08/2018
  Unique Parking
  Garden City, NY
• 09/2017 → 11/2019
  Dark Horse Tavern
  Cortland, NY
• 05/2019 → 08/2019
  Chevrolet Huntington
  Huntington, NY
• 08/2016 → 05/2020
  Suny Cortland
  Cortland, NY
• 06/2020 → 07/2020
  Unemployed
  Huntington Station, NY
• 07/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Town of Huntintgton - Affordable Housing Advisory Board - Board of Assessmen Review - Board member - Start Date - 09/2022 Town of Huntington - Affordable Housing Advisosry Board - Liaison between affordable housing communities and the Huntington Town Board. Start Date - 10/2022 - Board Member

Exams

• S66 Uniform Combined State Law Examination
  2020-11-18

Other Names

• Kenny Charles