Trent Haas

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

• 08/2017 → 12/2021
  St. Johnland Service
  Kings Park, NY
• 06/2021 → 08/2021
  711
  Smithtown, NY
• 09/2023 → 08/2024
  Jesery Mikes
  Fairfield, CT
• 09/2017 → 07/2021
  Smithtown High School West
  Smithtown, NY
• 09/2013 → 07/2017
  Accompsett Middle School
  Smithtown, NY
• 01/2022 → 08/2023
  Unemplyed
  Smithtown, NY
• 09/2024 → 03/2026
  Unemployed
  Smithtown, NY
• 03/2026 → Present
  Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24

Other Names

• Trent Haas
• Trent Haas Haas