Samuel Arne Mark

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

• 07/2022 → 01/2024
  Lpl Financial
  Burlington, VT
• 10/2021 → 08/2022
  Vsecu
  Burlington, VT
• 02/2019 → 10/2021
  Robot Dog Studio/Ryan Cohen
  Williston, VT
• 04/2016 → 05/2020
  American Flatbread
  Burlington, VT
• 09/2015 → 06/2019
  University Of Vermont
  Burlington, VT
• 03/2020 → 07/2021
  Vermont Department Of Labor
  Burlington, VT
• 07/2022 → 01/2024
  Vermont State Ecu
  Williston, VT
• 01/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2023-10-04 → 2024-01-17
  Lpl Financial Llc
  Williston, VT
  Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02