Douglas William Todd

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

02/01/2002-Present, Owner/President, Net Worth Management, Inc, Provides health insurance, long-term care, and disability income, 20 Sanford Avenue West Caldwell, NJ 07006, 5 Hrs/Mo, $13000 annual Comp, Investment Related; 01/01/2019-present Owner, Rental Property, 2410 S. Atlantic Avenue, New Smyrna Beach, FL 32169 and 1329 Westchester Avenue, Winter Park, FL 32789, 0 hrs/month, $0 comp; 10/1/2020-present, The Ashar Group, Financial Professional to discuss potential life settlement transactions, 1800 Pembrook Dr, Suite 240, Orlando, FL 32810, 1 hr/month, $0 annual comp; 09/13/19-present, Mass Mutual, 184 Liberty Corner Rd, Suite 315, Warren, NJ 07059, disability products, $57 annual comp; 07/24/2025 to present, Owner, Highmark Charter Group, Inc. 2410 S. Atlantic Avenue New Smyrna Beach, FL 32169, owner of charter boat company, 5 hours/month, zero comp; Outside Insurance Brokerage Business

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-13
• S63 Uniform Securities Agent State Law Examination
  1991-05-14

Other Names

• Douglas W Todd