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Theodore Victor Kowalchyn

Equitable Advisors, LLC

Morristown, NJ

Scotch Plains, NJ

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-23
NJ RA APPROVED 2020-10-20
  • SC RA
    APPROVED
    Since 2026-02-23
  • NJ RA
    APPROVED
    Since 2020-10-20

Branch Locations

10 Madison Avenue 2Nd Floor, Morristown, NJ 07960 • United States

Scotch Plains, NJ • 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
Triad Advisors Inc Norcross GA 05/2010 06/2017
Gitterman Wealth Management, Llc Edison NJ 04/2010 10/2020
Vanderbilt Securities, Llc Woodbury NY 06/2017 10/2020
Vanderbuilt Financial Group Woodbury NY 06/2017 10/2020
Equitable Advisors, Llc New York NY 10/2020 Present
  • 05/2010 → 06/2017
    Triad Advisors Inc
    Norcross, GA
  • 04/2010 → 10/2020
    Gitterman Wealth Management, Llc
    Edison, NJ
  • 06/2017 → 10/2020
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 06/2017 → 10/2020
    Vanderbuilt Financial Group
    Woodbury, NY
  • 10/2020 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
  • 2010-05-14 → 2020-10-20
    Gitterman Wealth Management, Llc
    Edison, NJ
  • 2010-05-05 → 2010-05-05
    Triad Advisors Llc
    Woodbridge, NJ
    Edison, NJ
  • 2003-04-16 → 2010-05-05
    Voya Financial Partners, Llc
    Woodbridge, NJ
    Woodbridge, NJ
Other Businesses

(1)Net Worth Management Group (DBA)/ Independent Agent-Sales and Services of fixed insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-18
S63 Uniform Securities Agent State Law Examination 1997-01-03
  • S65 Uniform Investment Adviser Law Examination
    1999-08-18
  • S63 Uniform Securities Agent State Law Examination
    1997-01-03
Other Names
  • Theodore Kowalchyn

View on SEC IAPD

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CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
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LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
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