Rafael J. Llera-Ortiz

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

• 07/2008 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2008 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1-Other Outside Insurance Brokerage Business. 2-Wolfstone Capital Investment, LLC. Owner and sole Member of a Limited Liability Company located at Cidra, PR. His role is to do stock market management for the LLC. 3-Llera Bakery, Inc is a family business located at Cidra, PR. Owner/Controlling Shareholder. Vice President of Corp. 4-Century Producers, LLC 270 Munoz Rivera Ave., Suite 500 San Juan, PR 00918, Class B Member, Use of workplace and other amenities within the facility of Century Producers, LLC., 07/31/2025, 10 Hrs/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-21
• S63 Uniform Securities Agent State Law Examination
  2008-11-11