Jefferson Richard Bortolo Vieira

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

• 05/2024 → Present
  Equitable Advisors, Llc.
  New York, NY
• 08/2023 → 05/2024
  University Of Connecticut
  Storrs, CT
• 05/2023 → 08/2023
  Newtown Savings Bank
  Newtown, CT
• 01/2023 → 05/2023
  University Of Connecticut
  Storrs, CT
• 12/2022 → 01/2023
  Newtown Savings Bank
  Bethel, CT
• 08/2022 → 12/2022
  University Of Connecticut
  Storrs, CT
• 05/2022 → 08/2022
  Newtown Savings Bank
  Monroe, CT
• 08/2021 → 05/2022
  University Of Connecticut
  Storrs, CT
• 05/2021 → 08/2021
  Unemployed
  New Milford, CT
• 08/2020 → 05/2021
  University Of Connecticut
  Storrs, CT
• 11/2019 → 01/2021
  All Aboard Pizzeria And Ice Cream Parlor
  New Milford, CT
• 02/2019 → 03/2020
  Vaz Plumbing, Heating And Cooling Llc
  Danbury, CT
• 09/2018 → 02/2019
  Northville Market
  New Milford, CT
• 07/2018 → 10/2018
  Unemployed
  New Milford, CT
• 05/2014 → 07/2018
  New Milford Highschool
  New Milford, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-06-26

Other Names

• Jefferson Vieira