Joseph Patrick Prechtel

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

• 03/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → 03/2024
  Vmg Health
  Dallas, TX
• 12/2020 → 07/2021
  Unemployed
  Dallas, TX
• 08/2018 → 12/2020
  Tulane University
  New Orleans, LA
• 06/2020 → 08/2020
  T. Rowe Price
  Colorado Springs, CO
• 06/2019 → 08/2019
  Prudential Financial
  Dresher, PA
• 08/2016 → 07/2018
  University Of Toledo
  Toledo, OH
• 06/2017 → 08/2017
  Westhampton Aviators
  New Orleans, LA
• 05/2020 → 06/2021
  Doordash
  Oakland, MI

Other Businesses

DBA: At Aspen LLC

Exams

• S66 Uniform Combined State Law Examination
  2024-03-16

Other Names

• Joseph Patrick Prechtel
• Joseph Prechtel