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Marshall Riley Frazier

Equitable Advisors, LLC

San Antonio, TX

CRD 7743127

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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:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-07
  • TX RA
    APPROVED
    Since 2025-05-07

Branch Locations

8000 Ih 10 West Suite 750, San Antonio, TX 78230 • 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
Sanger & Altgelt, Llc San Antonio TX 09/2012 05/2023
Harvest Future Financial/Justin Hanna San Antonio TX 05/2023 05/2025
Equitable Advisors, Llc. New York NY 05/2025 Present
  • 09/2012 → 05/2023
    Sanger & Altgelt, Llc
    San Antonio, TX
  • 05/2023 → 05/2025
    Harvest Future Financial/Justin Hanna
    San Antonio, TX
  • 05/2025 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
  • S66 Uniform Combined State Law Examination
    2025-04-30

View on SEC IAPD

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