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Miranda Serna

Equitable Advisors, LLC

Overland Park, KS

CRD 8188611

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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
TX RA APPROVED 2026-07-07
KS RA APPROVED 2026-04-24
  • TX RA
    APPROVED
    Since 2026-07-07
  • KS RA
    APPROVED
    Since 2026-04-24

Branch Locations

7400 W 110Th Street Suite 700, Overland Park, KS 66210 • 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 North Kansas City MO 09/2025 12/2025
The University Of Tampa Tampa FL 08/2023 08/2025
Jersey College Tampa FL 08/2018 07/2024
Keiser University Tampa FL 01/2023 06/2023
Tampa Bay Buccaneers Tampa FL 04/2018 04/2021
South Tampa Center For The Arts Tampa FL 09/2016 12/2020
The University Of Tampa Tampa FL 05/2017 05/2018
The Limited Tampa FL 05/2015 05/2017
Equitable Advisors, Llc. New York NY 12/2025 Present
  • 09/2025 → 12/2025
    Unemployed
    North Kansas City, MO
  • 08/2023 → 08/2025
    The University Of Tampa
    Tampa, FL
  • 08/2018 → 07/2024
    Jersey College
    Tampa, FL
  • 01/2023 → 06/2023
    Keiser University
    Tampa, FL
  • 04/2018 → 04/2021
    Tampa Bay Buccaneers
    Tampa, FL
  • 09/2016 → 12/2020
    South Tampa Center For The Arts
    Tampa, FL
  • 05/2017 → 05/2018
    The University Of Tampa
    Tampa, FL
  • 05/2015 → 05/2017
    The Limited
    Tampa, FL
  • 12/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-18
  • S66 Uniform Combined State Law Examination
    2025-10-18

View on SEC IAPD

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