David Marlon Tressler

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

(1) DMTRESSLER, INC, 16890 DIBERVILLE LN, GULF SHORES, AL 36542, OWNER/SHAREHOLDER - 10/13/2011- MANAGEMENT DUTIES- PAYING EXPENSES RELATED TO RUNNING THIS PRACTICE. THE CORPORATION IS TO MANAGE EXPENSES AND TAXES. 1HR PER MONTH, (2) UNIVERSITY OF SOUTH ALABAMA, MOBILE, AL -Committee member as disclosed on ACS159875exp4/23Tressler biography. COMMITTEE MEMBER -ATTEND BI-ANNUAL MEETINGS WITH OTHER PROFESSIONALS TO DISCUSS CHARITABLE PLANNING TECHNIQUES FOR GIFTING TO THE UNIVERSITY-Model life insurance gifts for potential donors to the University. 04/01/2010- 1 HOUR PER MONTH - NON- INVESTMENT RELATED. (3) MOBILE LIONS CLUB - MOBILE, AL 36601 - MEMBER - 01/01/2005 WEEKLY LUNCHEONS, CHARITABLE ACTIVITIES - 4 HOURS PER MONTH - NON-INVESTMENT RELATED. (4) SOUTH ALABAMA FOUNDATION FOR INTELLECTUALLY DISABLED FORMALY MOBILE ARC FOUNDATION, BOARD MEMBER, 11 NORTH WATER ST,ST 13290, MOBILE, AL 36602, REVIEW GRANTS TO BENEFIT DISABLED, 04/07/2017, 1HR/MO. (5) EXECUTOR OF SPOUSE ESTATE

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-08
• S65 Uniform Investment Adviser Law Examination
  1996-02-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant