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Vanessa Richie

Equitable Advisors, LLC

Folsom, CA

CRD 8065700

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-13
  • CA RA
    APPROVED
    Since 2025-05-13

Branch Locations

81 Blue Ravine Road Suite 100, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Orangevale CA 05/2024 05/2025
Cal Poly Humboldt Arcata CA 08/2021 05/2024
Saint Mary's College Moraga CA 08/2019 07/2021
Raley's Fair Oaks CA 04/2020 09/2020
Lifetime Fitness Folsom CA 05/2021 08/2021
Doordash Orangevale CA 05/2022 06/2022
Merryhill Elementary School Roseville CA 06/2023 08/2023
Casa Roble High School Orangevale CA 07/2015 07/2019
Equitable Advisors, Llc New York NY 05/2025 Present
  • 05/2024 → 05/2025
    Unemployed
    Orangevale, CA
  • 08/2021 → 05/2024
    Cal Poly Humboldt
    Arcata, CA
  • 08/2019 → 07/2021
    Saint Mary's College
    Moraga, CA
  • 04/2020 → 09/2020
    Raley's
    Fair Oaks, CA
  • 05/2021 → 08/2021
    Lifetime Fitness
    Folsom, CA
  • 05/2022 → 06/2022
    Doordash
    Orangevale, CA
  • 06/2023 → 08/2023
    Merryhill Elementary School
    Roseville, CA
  • 07/2015 → 07/2019
    Casa Roble High School
    Orangevale, CA
  • 05/2025 → Present
    New York, NY
Other Businesses

1. Radiant Church, 7801 Hazel Ave, Orangevale, CA 95662, social media and photography volunteer, May 2024 to present, 12 hours per month, not investment related. 2. Various Outside Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-10
  • S66 Uniform Combined State Law Examination
    2025-03-10

View on SEC IAPD

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