Roberto Costa

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-THE PRISM GROUP OF NORTH FLORIDA, INC. 225 WATER STREET SUITE 1235 JACKSONVILLE, FL 32202, OWNER, MANAGING PARTNER MANAGE AND OPERATE FIRM IN ADDITION TO PRACTICING AS A CERTIFIED FINANCIAL PLANNER PROFESSIONAL, 01/01/2005, 50 HRS/MO10/06/2015, 2-OUTSIDE INSURANCE, 3-BISHOP KENNY HIGH SCHOOL, 1055 KINGMAN AVE, JACKSONVILLE, FL 32207, CAPITAL CAMPAIGN - CAMPAIGN CABINET, ASSIST THE HIGH SCHOOL ACHIEVE CAPITAL CAMPAIGN GOALS, 7/11/2023, 3 HRS/MO. NON-INVESTMENT RELATED. 4-RENEGADE 212 LLC, OWNER, LLC MEMBER, REAL ESTATE -CONDO-OWNERSHIP, 08/15/2022, 0HR/MO.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-26
• S63 Uniform Securities Agent State Law Examination
  1996-05-23

Other Names

• Bert Costa