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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_RES | 2019-10-04 |
| FL | RA | APPROVED | 2007-05-17 |
Branch Locations
Two Urban Center 4890 W Kennedy Blvd #800, Tampa, FL 33609 • United States
Odessa, FL • 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 | 08/2003 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2003 | Present |
NORTHWEST YMCA, WATERS AVENUE, TAMPA, FL, ADVISORY BOARD MEMBER, SINCE 1/1/2007, FUNDRAISING EFFORTS AND GENERAL IMPROVEMENT PROJECTS, 3 HRS/MO, NO COMP, NOT INVESTMENT RELATED. MGIS, DIRECT INSURANCE CARRIER, DISABILITY INS, STARTED JAN 2020, 3K/YR. SUN AMERICA, DIRECT INSURANCE CARRIER, DISABILITY INSURANCE, STARTED NOV 2020, $2400/YR COMP. MRW, GENERAL AGENCY, OUTSIDE INSURANCE SALES, STARTED 01/22, TERM UNIVERSAL AND WHOLE LIFE. STERLING GROUP OF TAMPA BAY LLC, 2998 LONG BOW WAY ODESSA FL, PRESIDENT, FOR BUSINESS EXPENSE PURPOSES, STARTED 4/1/2008, NO INCOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-20 |
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