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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-19 |
| GA | RA | APPROVED | 2021-12-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 12/2021 |
| Equitable Advisors | New York | NY | 12/2021 | Present |
(1).DBA FORTRESS WEALTH ADVISORY, 780 JOHNSON FERRY ROAD, SUITE 600, ATLANTA, GA 30342, CEO, 5/15/2023, 0 HRS/MO, (2).The Wellth House 949 West Marietta Street Atlanta, GA 30318, Advisory Board Member, meet one hour per month to discuss the direction of the organization, provide financial acumen and experience to the group, 10/15/2024, 1HR/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-18 |
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