Garret Rofheart

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

• 09/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 09/2013 → 08/2017
  Northern Highlands Regional Highschool
  Allendale, NJ
• 09/2017 → 07/2021
  Ucla
  Los Angeles, CA
• 05/2017 → 09/2017
  Nms Landscaping
  South Hackensack, NJ
• 06/2018 → 08/2018
  Camp Walt Whitman
  Piermont, NH
• 07/2019 → 12/2019
  Plateia
  Los Angeles, CA
• 09/2021 → 07/2023
  Trillium Trading Llc
  New York, NY
• 07/2023 → 08/2023
  Unemployed
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-13