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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 | 2024-09-17 |
Branch Locations
The Woodlands, TX • United States
3200 Southwest Fwy #1800, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | The Woodlands | TX | 11/2018 | 01/2023 |
| Tory Burch | The Woodlands | TX | 08/2017 | 09/2018 |
| Conroe Independent School District | Conroe | TX | 04/2016 | 11/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 03/2023 | 12/2023 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | Present |
| Unemployed | The Woodlands | TX | 01/2024 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 03/2023 | 12/2023 |
| Unemployed | The Woodlands | TX | 02/2023 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-05 |
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