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Edward Kimball Goldschmidt

Equitable Advisors, LLC

Oak Park, IL

CRD 4586807

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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
TX RA APPROVED_RES 2021-04-29
IL RA APPROVED 2003-11-03
  • TX RA
    APPROVED_RES
    Since 2021-04-29
  • IL RA
    APPROVED
    Since 2003-11-03

Branch Locations

Oak Park, IL • 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
Allen-Kimball Ltd. River Forest IL 04/1983 04/2017
Axa Advisors, Llc New York NY 10/2003 06/2020
Equitable Advisors, Llc New York NY 10/2003 Present
  • 04/1983 → 04/2017
    Allen-Kimball Ltd.
    River Forest, IL
  • 10/2003 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2003 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

OUTSIDE INSURANCE BROKERAGE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-31
S63 Uniform Securities Agent State Law Examination 2003-02-24
  • S66 Uniform Combined State Law Examination
    2003-10-31
  • S63 Uniform Securities Agent State Law Examination
    2003-02-24
Other Names
  • Kim Goldschmidt

View on SEC IAPD

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