Marguerite R Mastalir

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

• 11/2005 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2005 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

10/15 - KEWAUNEE OPTIMIST CLUB 414 Terraqua Dr Kewaunee, WI 54216 - TREASURER, 10/6/2015, 8 HRS/MO; 7/26 - Lipovac Family Farm LLC = W10061 County Rd A Crivitz, WI 54114 - partial owner - 10 hrs month

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-21
• S63 Uniform Securities Agent State Law Examination
  1989-04-18

Other Names

• Marguerite R Lipovac
• Marguerite Rae Lipovac
• Marguerite Rae Liporvac