Trevor Alger

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

• 11/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 11/2022 → 11/2023
  Uenmployed
  Kirkland, WA
• 11/2012 → 10/2022
  Crump Life Insurance (Owned By Truist Bank)
  Harrisbury, PA

Other Businesses

02/2013 to Present - ST Alger LLC DBA Belle Maria Salon; Non-Investment Related; 400 Urban Plz., Unit 100, Kirkland, WA 98033; Hair Salon; Co-Owner; 0 hours/week. www.bellemariesalon.com. Banner Life, Term, 2K annual comp. Assurity, Disability, $2K annual comp. Mutual of Omaha, Disability, LTC, approx 2K annual comp

Exams

• S66 Uniform Combined State Law Examination
  2024-02-09

Other Names

• Trevor Wesley Alger