Antonio Josue Puente

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

• 04/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2016 → 04/2019
  Delray Schooling Center
  Delray Beach, FL
• 01/2016 → 12/2018
  Florida Atlantic University
  Boca Raton, FL
• 04/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

BOCA RATON CHRISTIAN SCHOOL, FOOTBALL COACH, 470 NW 4 AVE, NO.3666, BOCA RATON, FL. 33432, APPROX. 6 HR. MO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-01
• S63 Uniform Securities Agent State Law Examination
  2020-08-07

Other Names

• Antonio Puente
• Antonio Puente