Rafael Llera-Ortiz, financial advisor San Juan PR

Rafael Llera-Ortiz

CRD Number: 5568042
Current Firm: Equitable Advisors, LLC

Rafael Llera-Ortiz (CRD# 5568042) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Juan, PR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jul 2008 - Current 15
Axa Advisors, LLC New York, NY Jul 2008 - Jun 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Rafael J. Llera-Ortiz
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • PR
  • TX
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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