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Rachelle Rivera

Investment Adviser Representative at Equitable Advisors, LLC

Irvine, CACRD #8270451Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rachelle Rivera is an investment adviser representative with Equitable Advisors, LLC in Irvine, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Office

2050 Main Street, Suite 500
Irvine, CA 92614

Advisors at this office: 46

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/24/2026
Series 7
General Securities Representative Examination
Passed 6/10/2026
SIE
Securities Industry Essentials Examination
Passed 2/26/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Equitable Advisors, LLCCurrent
6/12/2026 – Irvine, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Brea Olinda Unified School District
    Aug 2025 – Jun 2026Brea, CA
  2. Cristo Rey Orange County
    Jul 2024 – Jun 2025Santa Ana, CA
  3. Unemployed
    Jul 2025 – Jul 2025La Habra, CA
  4. Irvine Hebrew Day SChool
    Aug 2023 – Jul 2024Santa Ana, CA
  5. Crean Lutheran High School
    Jul 2023 – May 2024Irvine, CA
  6. Aloha Health Medical Academy
    Oct 2021 – Jun 2023Lakewood, CA
  7. Los Alamitos High School
    Jul 2021 – Sep 2023Los Alamitos, CA
  8. Rise Up Athletics
    May 2021 – May 2023Los Alamitos, CA
  9. Cal State University, Long Beach
    Jan 2019 – May 2021Long Beach, CA
  10. OC All Stars
    Apr 2020 – Jun 2020Anaheim, CA
  11. Cheerforce OC
    Jan 2019 – Mar 2020Santa Ana, CA
  12. El Dorado High School
    May 2019 – May 2020Placentia, CA
  13. Fountain Valley High School
    Jun 2018 – May 2019Fountain Valley, CA
  14. St Joseph High School
    Aug 2018 – May 2019Lakewood, CA
  15. Willis Towers Watson
    Oct 2017 – May 2018San Diego, CA
  16. Nothing Bundt Cakes
    Oct 2015 – Oct 2017San Diego, CA
  17. San Diego State University
    Aug 2013 – Aug 2017San Diego, CA
  18. United Spirit Association
    May 2013 – Aug 2024Cypress, CA
  19. Equitable Advisors, LLC
    Jun 2026 – no end date reportedNew York City, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Equitable Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, workplace solutions and strategies, retirement, protection, and advice services

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Financial PlanningRetirementProtectionWorkplace SolutionsInsuranceWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4,590
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
Founded:
1859
SEC file number:
801-14065

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Equitable Advisors, LLC

Showing 12 of 4,590 in the directory

View Equitable Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rachelle Rivera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Rachelle Rivera (Equitable Advisors) - Fees & Credentials