Best Investors Account Sign in

Ross Carl Martin

Equitable Advisors, LLC

Molalla, OR

CRD 7526695

Claim This Profile
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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-05-12
  • OR RA
    APPROVED
    Since 2022-05-12

Branch Locations

Molalla, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 03/2022 Present
Unemployed Wilsonville OR 09/2021 03/2022
Father's House Church Bend OR 11/2020 08/2021
Tri Counties Bank Redding CA 06/2018 11/2020
Shasta County Office Of Education Redding CA 09/2017 06/2018
Redding Parks And Recreation Redding CA 01/2017 01/2018
Turtle Bay School Redding CA 08/2016 06/2017
Shasta Union Elementary School Shasta CA 08/2016 06/2017
  • 03/2022 → Present
    Equitable Advisors, Llc
    New York, NY
  • 09/2021 → 03/2022
    Unemployed
    Wilsonville, OR
  • 11/2020 → 08/2021
    Father's House Church
    Bend, OR
  • 06/2018 → 11/2020
    Tri Counties Bank
    Redding, CA
  • 09/2017 → 06/2018
    Shasta County Office Of Education
    Redding, CA
  • 01/2017 → 01/2018
    Redding Parks And Recreation
    Redding, CA
  • 08/2016 → 06/2017
    Turtle Bay School
    Redding, CA
  • 08/2016 → 06/2017
    Shasta Union Elementary School
    Shasta, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-05
  • S66 Uniform Combined State Law Examination
    2022-05-05
Other Names
  • Ross Martin

View on SEC IAPD

More in Molalla, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor