Frances Caroline Petersen

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

• 08/2021 → 05/2025
  University Of Wisconsin - Madison
  Madison, WI
• 06/2024 → 08/2024
  The Trade Collective
  Evanston, IL
• 05/2022 → 09/2022
  Newly Weds Foods Inc.
  Chicago, IL
• 01/2015 → 08/2021
  Unemployed
  Evanston, IL
• 06/2025 → 01/2026
  Unemployed
  New York, NY
• 01/2026 → Present
  Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16

Other Names

• Frannie Caroline Petersen