Marc Patrick Foley

Financial advisor at Equitable Advisors, LLC

Last updated 2026-10-10

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Marc Patrick Foley is a financial advisor at Equitable Advisors, LLC, CRD 7387966. Licenses and exams on the registration: Series 66. IAPD registration began 2026-04-20.

Registration

CRD number
7387966
Registration status
Active
IAPD registration
2026-04-20
Industry Experience
0 years
Work Experience
14 years
States registered
ME

Licenses and exams

  • Series 66

Work history

  • 2021-06 to Present · Equitable Advisors LLC · New York, NY
  • 2020-09 to 2021-06 · North Andover Public Schools · North Andover, MA
  • 2019-09 to 2021-01 · Essex County Sheriffs Department · Middleton, MA
  • 2018-05 to 2018-08 · Massachusetts State Police · Boston, MA
  • 2012-09 to 2019-08 · University of Massachusetts Lowell · Lowell, MA
  • 2020-09 to 2023-08 · University of Massachusetts Lowell · Lowell, MA
  • 2014-05 to 2017-10 · United States Army · Baumholder

Current employment

SEC IAPD record for Marc Patrick Foley

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Marc Patrick Foley is a financial advisor at Equitable Advisors, LLC. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 14 years of reported work history. Reported roles include University of Massachusetts Lowell, North Andover Public Schools, Essex County Sheriffs Department, Massachusetts State Police, among others.

SEC disclosures list additional business and community activities: 3/29/2024- Riverview Condo Trust.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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