Joshua Phillip Menacher

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

• 06/2015 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2015 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. PATHWAYS TO INDEPENDENCE; 200 S. HANLEY RD. #103, ST. LOUIS, MO 63105; VOLUNTEER; START DATE 1/1/2016; APPROXIMATELY 1 HOUR PER MONTH. 2. TRAILHEAD CAPITAL MANAGEMENT GROUP, LLC; 1575 KISKER RD, STE B, ST CHARLES, MO 63304; MEMBER; START 12/29/2022; APPROX 160 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-20
• S63 Uniform Securities Agent State Law Examination
  2015-09-15