Mark X. Winklmeier

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

• 10/2025 → Present
  Unemployed
  Morristown, NJ
• 01/2025 → 10/2025
  Town Bar And Kitchen
  Morristown, NJ
• 07/2024 → 01/2025
  Unemployed
  Morristown, NJ
• 01/2024 → 06/2024
  Oracle Netsuite
  Nashville, TN
• 08/2023 → 01/2024
  Unemployed
  Nashville, TN
• 01/2023 → 08/2023
  Ryder
  Nashville, TN
• 07/2022 → 01/2023
  Unemployed
  Morristown, NJ
• 08/2021 → 06/2022
  University Of Rhode Island
  South Kingstown, NJ
• 05/2021 → 08/2021
  Bluegrace Logistics
  Riverview, FL
• 03/2020 → 05/2021
  University Of Rhode Island
  South Kingstown, RI
• 08/2019 → 02/2020
  Pangea
  Newport, RI
• 08/2017 → 08/2019
  University Of Rhode Island
  South Kingstown, RI
• 01/2016 → 07/2017
  Urban Table
  Morristown, NJ
• 10/2015 → 07/2017
  Morristown High School
  Morristown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-01-09

Other Names

• Mark X. Winklmeier
• Mark Xaver Winklmeier