Erin Diane Stockmyer

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

• 09/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 07/2020 → 09/2022
  Unemployed/Homemaker
  Westminster, CO
• 01/2017 → 05/2020
  American Heat Cool Llc
  Broomfield, CO
• 01/2017 → 08/2020
  Red Rocks Community College
  Lakewood, CO
• 08/2019 → 05/2020
  Regis University
  Denver, CO
• 11/2012 → 01/2017
  Homemaker
  Arvada, CO
• 06/2024 → Present
  Equitable
  Englewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-08-11

Other Names

• Erin Diane Stockmyer
• Erin D Stockmyer