Christopher Patrick Mansfield

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

• 02/2011 → 12/2016
  Starbucks
  San Mateo, CA
• 08/2017 → 09/2019
  California State University
  Hayward, CA
• 02/2019 → 03/2020
  First Republic Securities Company
  San Francisco, CA
• 06/2021 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2017 → 07/2017
  Unemployed
  Belmont, CA
• 04/2020 → 05/2021
  College Of Financial Planning
  Belmont, CA

Other Businesses

1. Dergalis Associates, LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ, 08002, Sales Associate, Sales of Group and Individual Ancillary Products, 05/23/2022 2. Name: Benefit Program LLC Role: Member of a Limited Liability Company Role: Bookkeeper - Managing Cash Flow and Financial Statements for Small Businesses. Address: 2617 Monserat Ave. Belmont Ca 94002 Start Date: 5/18/2026 Relationship: Managing Member, Bookkeeper Hours: 10 Insurance/Investment: No 3. Various outside insurance carriers.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-16
• S63 Uniform Securities Agent State Law Examination
  2019-01-30

Other Names

• Chris Mansfield