Brian Garrette

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

• 12/2012 → 12/2023
  Hartford Funds Distributors, Llc
  Wayne, PA
• 12/2024 → 06/2025
  Potomac
  Miami, FL
• 12/2023 → 12/2024
  Unemployed
  Boca Raton, FL
• 04/2025 → 06/2025
  Arbor Court Capital, Llc
  Broadview Heights, OH
• 07/2025 → Present
  Equitable Advisors, Llc
  New York, NY
• 07/2025 → Present
  Equitable
  Boca Raton, FL

Previous Registrations

• 2025-01-06 → 2025-07-07
  Potomac
  Boca Raton, FL
  Bethesda, MD
• 2004-02-18 → 2004-04-12
  Charles Schwab & Co., Inc.
  Boca Raton, FL
• 2003-04-10 → 2004-01-26
  Eastern Point Advisors Inc.
  Coral Springs, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-02
• S63 Uniform Securities Agent State Law Examination
  1998-12-22

Other Names

• Brian Eric Garrette