Richard Alan Cota

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

• 04/2020 → 05/2020
  Unemployment
  Midlothian, VA
• 08/2017 → 05/2021
  Virginia Tech
  Blacksburg, VA
• 06/2020 → 08/2020
  C&F Mortgage
  Midlothian, VA
• 05/2019 → 01/2020
  Ruth's Chris Steak House
  Midlothian, VA
• 06/2015 → 08/2018
  Salisbury Country Club
  Midlothian, VA
• 09/2013 → 06/2017
  James River High School
  Midlothian, VA
• 06/2021 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-15

Other Names

• Alan Cota
• Richard Alan Cota