Susan Greenberg Gordon

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:

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-12

NY RA
APPROVED

Since 2021-04-12

Branch Locations

Kings Park, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	04/2001	06/2020
Michael B Gordon, Cpa	Kings Park	NY	10/1999	Present
Equitable Advisors, Llc	New York	NY	04/2001	Present
Dicandrien Inc.	Port Jervis	NY	09/2020	Present

04/2001 → 06/2020

Axa Advisors, Llc

New York, NY
10/1999 → Present

Michael B Gordon, Cpa

Kings Park, NY
04/2001 → Present

Equitable Advisors, Llc

New York, NY
09/2020 → Present

Dicandrien Inc.

Port Jervis, NY

Other Businesses

Accountant - Michael B. Gordon, CPA started 1/2/1990, 100hr/mo.; Committee Member - Condo Homeowners Association, started 6/25/2018, 2hr/mo.; Volunteer Board Member - Country Pointe at Kings Park, started 10/10/2018, 2 hr/mo.; Accountant - Dicandrien, Inc. started 9/2/2020, 30 hr/mo.; Outside Insurance Appointments.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-08-30

S66 Uniform Combined State Law Examination

2001-08-30

Other Names

Susan Dee Greenberg

View on SEC IAPD