Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
1yr
Based in Houston, Texas, Carson Smith is a fiduciary financial advisor with 1 year of industry experience. Carson has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3200 Southwest Freeway #1800, Houston, TX 77027
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Carson
Local office(713) 402-6497Ask for Carson. (212) 314-4600Main office · New York, NY 3200 Southwest Freeway #1800Houston, TX 77027Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Carson
Tailored to Carson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carson
How do I contact Carson?
Call Carson’s local office at (713) 402-6497 or the Equitable Advisors main office at (212) 314-4600, and ask for Carson Smith.
How long has Carson been a financial advisor?
Carson has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Carson hold?
Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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