Brian Molony Sharkey

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) TPA - KARR BARTH ADMINISTRATORS, INC. 2) TPA - EXECUTIVE BENEFITS GROUP, INC.-NON QUALIFIED BENEFIT PLAN RECORD KEEPING & INSURANCE -PRESIDENT/MKTG. & GEN. OVERSIGHT.01/1977.120HRS/MO. AND 09/02. 30HRS/MO. ACCORDINGLY. 3) OUTSIDE INSURANCE BROKERAGE BUSINESS. 4) EARC - REINSURANCE - DIRECTOR - SINCE 2/2009, 1 Belmont Ave, Suite 705 Bala Cynwyd, PA 19004, Shareholder and Board committee meetings, 6 hours per month 5) (AALU) THE ASSOCIATIN OF ADVANCED LIFE UNDERWRITING, MEMBER 6)DBA KARR BARTH ASSOCIATES 7) EARC 1290 Avenue of Americas New York, NY 10014, president, since 10/1/2017, 6 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-20
• S63 Uniform Securities Agent State Law Examination
  1987-02-19