Kimberly Hoobler Wyatt

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1).SVW REAL ESTATE LLC, 4994 ROSWELL RD, SUITE 12, MARIETTA, GA 30068, Equitable FP BUSINESS PARTNERSHIP FOR OWNERSHIP OF OFFICE CONDO. 07/01/2004, PARTNER, PAY MORTAGE AND EXPENSES FOR CONDO.1 HOUR PER MONTH, NON-INVESTMENT RELATED. 2) PARKAIRE COMMONS BOARD, MEMBER, 4994 LOWER ROSWELL RD., ST. 9 MARIETTA, GA 30068, 03/1/2023, 2 HRS/MO. NON-INVESTMENT RELATED. 3), POA FOR FATHER. 6) Trustee for family (Sister and Brother In-Law) Trust in the event of death

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-04
• S63 Uniform Securities Agent State Law Examination
  1991-06-13

Other Names

• Kimberly H Wyatt