Advisor at Equita Financial Network, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equita Financial Network, Inc.
Location
New Haven, CT
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
16 years
Bernadette Huang is a CFP® and CFA® with 16 years of experience in the financial services industry. She is currently with Equita Financial Network, Inc. in New Haven, CT, and has previously worked at Kreitler Financial and Raymond James Financial Services. Outside of her advisory role, she is involved in residential property maintenance for personal use. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored portfolios based on client objectives and risk tolerance.
Based on Equita Financial Network, Inc.
Based on Equita Financial Network, Inc.
Financial planning fixed fee up to $10,000 per plan
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,500,000: 2.00% $1,500,001+: 1.50%
Up to $500 per hour for financial planning
Financial consulting ongoing fee up to $7,500 per quarter, payable monthly or quarterly
Fee-only: Financial planning fixed fee up to $10,000 per plan; Financial consulting fee up to $7,500 per quarter; Financial planning hourly fee up to $500 per hour
New Haven, CT
Connecticut
Equita Financial Network, Inc
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Kreitler Financial
2020 - 2024 (4 years)
Raymond James Financial Services Advisors Inc.
2015 - 2020 (5 years)
Raymond James Financial Services, inc.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Ladd Capital Management LLC
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