Charles John Capilets Iii

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

• 05/2017 → 12/2017
  4U Marketing Solutions
  Smithtown, NY
• 06/2015 → 09/2016
  Henry Schein
  Melville, NY
• 08/2014 → 05/2018
  St. Josephs College
  Patchogue, NY
• 05/2018 → 08/2018
  Unemployed
  Smithtown, NY
• 08/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2018 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

MBCAP LLC. DBA Sound Private Wealth

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-21
• S63 Uniform Securities Agent State Law Examination
  2018-10-13

Other Names

• Charles Capilets Iii
• Charles John Capilets
• Cj Capilets