Robert Paul Coats

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. STEWART PRODUCERS INC; 123 S 10TH ST, MOUNT VERNON, IL 62864; BOARD MEMBER; START 3/11/2009; APPROX 1 HR/MO. 2. CHAMBER OF COMMERCE; MT VERNON, IL 62864; MEMBER; START 3/28/2019; 0 HOURS. 3. POA FOR MOTHER. 4. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-15
• S63 Uniform Securities Agent State Law Examination
  1991-09-05