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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2003-04-15 |
Branch Locations
2050 Main Street Suite 530, Irvine, CA 92614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2003 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2003 | Present |
1. OUTSIDE FIXED BUSINESS. 2. VISHAL PATEL P&C INSURANCE AGENT. LOCATED AT: 2050 MAIN STREET, SUITE 530 IRVINE, CA 92614. START DATE: 07/19/2011, APPROX. 10 HOURS PER MONTH. 3. TRUSTEE FOR OWN FAMILY TRUST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-04 |
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