Nicholas Vierra

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 → 12/2022
  Morgan Stanley
  San Jose, CA
• 06/2018 → 08/2018
  The Mortgage Outlet
  San Jose, CA
• 05/2017 → 12/2017
  E.L Weigand Fitness Center
  Reno, NV
• 04/2009 → 05/2017
  No Employment
  San Jose, CA
• 08/2016 → 05/2019
  University Of Nevada, Reno
  Reno, NV
• 08/2019 → 12/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 12/2022 → 05/2024
  Fidelity Investments
  San Jose, CA
• 04/2026 → Present
  Equitable Advisors, Llc
  New York, NY
• 04/2026 → Present
  Equitable
  Las Vegas, NV
• 05/2024 → 09/2024
  Self Employed
  San Jose, CA
• 10/2024 → 02/2025
  Total Quality Logistics
  Las Vegas, NV
• 03/2025 → 04/2026
  Self Employed
  Henderson, NV

Previous Registrations

• 2023-03-29 → 2024-05-20
  Fidelity Personal And Workplace Advisors
  San Jose, CA
• 2019-09-23 → 2022-12-16
  Morgan Stanley
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-23