Grieta Patenaude

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

• 04/2025 → 11/2025
  Pfs Investments Inc.
  Swansea, IL
• 01/2025 → 11/2025
  Primerica Financial Services
  Swansea, IL
• 03/2024 → Present
  Boys & Girls Club Of The Suncoast
  St. Petersburg, FL
• 06/2021 → 02/2024
  Encompass Health Llc
  Land O'LAkes, FL
• 01/2015 → 06/2021
  Hillsborough County School District
  Tampa, FL
• 02/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Rental Property for Grieta Patenaude, 1224 13St N St. Petersburg, FL - House Rental - Landlord - Start Date: 04/01/2022, Hours 3 per mo. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24
• S63 Uniform Securities Agent State Law Examination
  2025-08-20

Other Names

• Grieta Vosough-Patenaude