Charlotte Littleton

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

• 01/2017 → Present
  The Sustainable Warehouse
  North Charleston, SC
• 04/2021 → Present
  The Blank House Llc
  Mt Pleasant, SC
• 03/2017 → 03/2020
  Spring Street Properties
  North Charleston, SC
• 01/2023 → Present
  Daniel Dupuis
  Mt Pleasant, SC
• 03/2024 → Present
  Equitable Advisors, Llc.
  New York, NY
• 01/2023 → 03/2024
  Oak Capital Management
  Mt Pleasant, SC
• 02/2016 → 11/2016
  Bird Decorative Hardware & Bath
  Charleston, SC

Other Businesses

1. The Sustainable Warehouse - N. Charleston, SC - Non-Profit - Bookkeeper - 10hrs/month - Not Investment Related 2. The Blank House LLC - Mt Pleasant, SC - Owner - Appraisal Photography - 5 hrs/month - Not Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02