Best Investors Account Sign in

Machiko Izawa

Equitable Advisors, LLC

New York, NY

CRD 2838165

Claim This Profile
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
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

New York, 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
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 09/1999 06/2020
Equitable Advisors, Llc New York NY 09/1999 Present
Other Businesses

ONESTAGE INC. 315 RIVERSIDE DR. #12C NEW YORK, NY 10025 VARIOUS OUTSIDE INSURANCE APPOINTMENTS. AARP UHC Medicare Health Plans

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-24
S63 Uniform Securities Agent State Law Examination 1997-02-18
  • S65 Uniform Investment Adviser Law Examination
    1999-07-24
  • S63 Uniform Securities Agent State Law Examination
    1997-02-18

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor