Troy Randolph Barrentine

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

DBA OAK CAPITAL MANAGEMENT, LLC;Name: Oak Capital Real Estate, LLC, Managing Partner, Partner Role: Oak Capital Real Estate, LLC is owned by 5 partners who are part of the Oak Capital Management producer group. We bought an office suite at 421 Wando Park Blvd, Suite 130 for our Oak Capital businesses. Start Date: 06/14/2022, Hours: 1 hour per month. Not Insurance/Investment related.Name: BCM, LLC Role: Owner Role: Property speculation & investing. Address: 421 Wando Park Blvd, Suite 130 Mount Pleasant, SC 29464 Start Date: 05/01/2007 Relationship: Owner Real Estate Investing (Personal use only); and Small Business Management Hours: 2 per month. Not Insurance/Investment related.Name: Portside Center, LLC, Board of Directors - Treasurer, Role: duties include attending annual board meeting. Answering tenant questions. No Investment advice. Address: 421 Wando Park Blvd, Mount Pleasant, SC 29464. Start Date: 11/14/2022 Hours: 1 per month. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-26
• S63 Uniform Securities Agent State Law Examination
  1996-05-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant