Greyson Boozer

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

• 08/2014 → 06/2018
  University Of Manryland
  College Park, MD
• 09/2017 → 01/2018
  M. Luis Construction
  Silverspring, MD
• 06/2017 → 08/2017
  Raymond James
  Severna Park, MD
• 05/2017 → 08/2017
  Verdence
  Hunt Valley, MD
• 06/2018 → 08/2018
  Unemployed
  Hunt Valley, MD
• 08/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2018 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) DBA Firstrust Financial Resources; 2) gboozer@ffremail.com and www.ffrpro.com;

Exams

• S66 Uniform Combined State Law Examination
  2019-08-01

Other Names

• Greyson Boozer
• Greyson Malloy Boozer