Carla Renea Marsh

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-11-17

TX RA
APPROVED

Since 2020-11-17

Branch Locations

Houston, TX • 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

Organization	City	State	From	To
Keuka College	Keuka Park	NY	10/2015	05/2018
Equitable Advisors, Llc	New York	NY	01/2019	Present
Unemployed	Houston	TX	06/2018	12/2018

10/2015 → 05/2018

Keuka College

Keuka Park, NY
01/2019 → Present

Equitable Advisors, Llc

New York, NY
06/2018 → 12/2018

Unemployed

Houston, TX

Other Businesses

1. RENTAL PROPERTY; 2112 WAVEL ST, HOUSTON, TX 77088; INVESTMENT PROPERTY; START 4/29/2025; APPROX 1 HOUR/MONTH. 2. CARLA'S TREATS & SWEETS; 14777 WUNDERLICH DR, UNIT 1611, HOUSTON, TX 77069; SOLE PROPRIETOR; START 7/18/2025; APPROX 10 HOURS/MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-11-14
S63	Uniform Securities Agent State Law Examination	2019-06-30

S65 Uniform Investment Adviser Law Examination

2020-11-14
S63 Uniform Securities Agent State Law Examination

2019-06-30

Other Names

Carla Renea Marsh
Carla Marsh

View on SEC IAPD