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Jutta Kaiser

Equitable Advisors, LLC

Clifton, NJ

Saddle Brook, NJ

CRD 3111194

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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
NJ RA APPROVED 2004-11-18
  • NJ RA
    APPROVED
    Since 2004-11-18

Branch Locations

Clifton, NJ • United States

250 Pehle Avenue Suite 300 - Park 80 W Plaza 2, Saddle Brook, NJ 07663 • 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 11/2001 06/2020
Equitable Advisors, Llc New York NY 11/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-17
S66 Uniform Combined State Law Examination 1999-02-25
  • S65 Uniform Investment Adviser Law Examination
    2004-11-17
  • S66 Uniform Combined State Law Examination
    1999-02-25
Other Names
  • Jutta Kaiser

View on SEC IAPD

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