Wendy S Baum

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

• 10/2008 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2008 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

DBA, INFINITY STRATEGIC PARTNERS, LLC, PARTNER AND CO-FOUNDER, MANAGE AND GROW DBA, START 05.2011, 120 HRS PER MO. FIRST BANK CHICAGO, BOARD OF DIRECTORS, MEETING WITH OTHER BOARD MEMBERS, THE BOARD DIRECTS BANK MANAGEMENT ON CURRENT ISSUES NEEDING FEEDBACK AND ADVISE, START 02.2012, 3 HRS PER MO, 25,000 PER YR COMP. CERTIFIED DIVORCE FINANCIAL ANALYST, PROVIDING FINANCIAL PLANNING SERVICES FOR THOSE CONSIDERING AND ACTIVELY ENGAGING IN A DIVORCE, START 06.2015. TRUSTEE FOR AUNT.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-27

Designations

• Certified Financial Planner

Other Names

• Wendy S Berk