Brian A Smith

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

• 02/2023 → 05/2023
  Bubbakoos Burritos
  Estero, FL
• 04/2022 → 08/2022
  Retro Fitness
  Rockaway, NJ
• 01/2022 → 03/2022
  Lowes
  Morris Plains, NJ
• 06/2021 → 01/2022
  Palazzo Landscaping
  Randolph, NJ
• 08/2022 → Present
  Florida Gulf Coast University
  Fort Myers, FL
• 03/2025 → 05/2025
  Greg Norman
  Estero, FL
• 09/2023 → 02/2025
  Asics
  Estero, FL
• 05/2024 → 08/2024
  Retro Fitness
  Rockaway, NJ
• 09/2023 → 05/2024
  Asics
  Estero, FL
• 05/2023 → 08/2023
  Jersey Mikes
  Whippany, NJ
• 01/2021 → 05/2021
  Mama Caterina
  Randolph, NJ
• 09/2017 → 06/2021
  Randolph High School
  Randolph, NJ
• 09/2014 → 06/2017
  Randolph Middle School
  Randolph, NJ
• 01/2023 → 03/2023
  Mellow Mushroom
  Fort Myers, FL
• 01/2026 → Present
  Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02

Other Names

• Brian Smith