Best Investors Account Sign in

Carter Vannelli

Equitable Advisors, LLC

Walnut Creek, CA

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-18
  • CA RA
    APPROVED
    Since 2026-03-18

Branch Locations

2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arizona State University Glendale AZ 08/2021 05/2025
Fedex Ground Tracy CA 06/2020 07/2020
Van Gronigen And Sons Manteca CA 06/2020 07/2020
Terrys Twice As Nice Brentwood CA 06/2019 09/2019
Unemployed Brentwood CA 05/2025 03/2026
Liberty High School Brentwood CA 08/2017 08/2021
Unemployed Brentwood CA 08/2014 08/2017
Equitable Advisors, Llc New York City NY 03/2026 Present
  • 08/2021 → 05/2025
    Arizona State University
    Glendale, AZ
  • 06/2020 → 07/2020
    Fedex Ground
    Tracy, CA
  • 06/2020 → 07/2020
    Van Gronigen And Sons
    Manteca, CA
  • 06/2019 → 09/2019
    Terrys Twice As Nice
    Brentwood, CA
  • 05/2025 → 03/2026
    Unemployed
    Brentwood, CA
  • 08/2017 → 08/2021
    Liberty High School
    Brentwood, CA
  • 08/2014 → 08/2017
    Unemployed
    Brentwood, CA
  • 03/2026 → Present
    Equitable Advisors, Llc
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-15
  • S66 Uniform Combined State Law Examination
    2026-01-15

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor