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Justin Clifford Behm

Equitable Advisors, LLC

Port Washington, WI

CRD 4672460

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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 2025-03-14
WI RA APPROVED 2011-07-20
  • TX RA
    APPROVED_RES
    Since 2025-03-14
  • WI RA
    APPROVED
    Since 2011-07-20

Branch Locations

102 East Pier St, Port Washington, WI 53074 • 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 05/2011 06/2020
Equitable Advisors, Llc New York NY 05/2011 Present
Other Businesses

DBA LAKE FINANCIAL GROUP. B SQUARED REAL ESTATE 4/1/2019 B SQUARED FINANCIAL 6/1/2013 Engine Room, start1/1/2020 Silent partner of Event Space in building FP owns. 1 hour per month. Event planning activities. COMMUNITY EDUCATION FOUNDATION OF PORT WASHINGTON, TREASURER 0 COMP 6/1/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-10
  • S66 Uniform Combined State Law Examination
    2011-06-10
Other Names
  • Justin Clifford Behm
  • Justin C Behm

View on SEC IAPD

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