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Ravi Tarekere

Equitable Advisors, LLC

Fremont, CA

Walnut Creek, CA

CRD 4458003

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2016-04-01
  • CA RA
    APPROVED
    Since 2016-04-01

Branch Locations

Fremont, CA • United States

2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596 • 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
OrganizationCityStateFromTo
Axa-Advisors, Llc New York NY 03/2016 06/2020
Equitable Advisors, Llc New York NY 03/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-24
S63 Uniform Securities Agent State Law Examination 2014-10-03
  • S65 Uniform Investment Adviser Law Examination
    2014-10-24
  • S63 Uniform Securities Agent State Law Examination
    2014-10-03
Other Names
  • Ravi Atreya Tarekere

View on SEC IAPD

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