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Mahesh Jethanano Melwani

Equitable Advisors, LLC

Saddle Brook, NJ

CRD 4603069

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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 2019-01-15
NJ RA APPROVED 2003-04-15
  • TX RA
    APPROVED_RES
    Since 2019-01-15
  • NJ RA
    APPROVED
    Since 2003-04-15

Branch Locations

250 Pehle Avenue Suite 300 - Park 80 W Plaza 2, Saddle Brook, NJ 07663 • 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 12/1999 06/2020
Equitable Advisors, Llc New York NY 12/1999 Present
Other Businesses

Outside health insurance Emerson Reid Disability Insurance Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-20
  • S66 Uniform Combined State Law Examination
    2003-03-20

View on SEC IAPD

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