Charles Andrew Samuelsohn

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

• 06/2019 → 11/2019
  Northwestern Mutual
  New York, NY
• 05/2018 → 08/2018
  Town Of Bedford Parks And Recreation
  Town Of Bedford, NY
• 09/2018 → 05/2019
  Unemployed
  Katonah, NY
• 05/2017 → 08/2017
  Town Of Bedford Parks And Recreation
  Town Of Bedford, NY
• 05/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2016 → 05/2020
  Pennsylvania State University College Of The
  State College, PA
• 05/2018 → 01/2019
  Agecroft Partners Llc
  White Plains, NY
• 05/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-05-14