Ana Stallard

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

• 09/2025 → 12/2025
  Baylor University
  Waco, TX
• 01/2022 → 06/2022
  Pinnacle Bank
  San Antonio, TX
• 09/2021 → 02/2022
  Sodalis Senior Living
  San Marcos, TX
• 05/2019 → 07/2020
  Whispering Oaks Blue Marlin Swim Club
  San Antonio, TX
• 06/2017 → 07/2020
  Seven Wells Pool Management
  San Antonio, TX
• 06/2018 → 08/2018
  Dominion Country Club
  San Antonio, TX
• 05/2018 → 07/2018
  Whispering Oaks Swim Club
  San Antonio, TX
• 08/2020 → 12/2025
  Baylor University
  Waco, TX
• 12/2025 → 03/2026
  Unemployed
  Benbrook, TX
• 08/2017 → 05/2020
  Antonian College Prepatory
  San Antonio, TX
• 08/2015 → 07/2017
  The Atonement Academy
  San Antonio, TX
• 03/2026 → Present
  Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-06