Trevor Tye Roberts

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2006 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) JONES & ROBERTS, LLC 14410 SOMMERVILLE COURT MIDLOTHIAN, VA 23113, BUSINESS OWNER & TAX PREPARER, DUTIES: BUSINESS OWNER AND TAX PREPARATION, START DATE: 2/9/16, 40 HRS PER MO; 2) RENTAL HOUSE 4409 E HERITAGE WOODS CT. MIDLOTHIAN, VA 23112, OWNER, DUTIES: LANDLORD, START DATE: 9/30/14, 0 HRS PER MO, NOT INVESTMENT RELATED, BANK ACCT: HERITAGE WOODS HOUSE, SIGNATOR; 3) SYCAMORE PRESBYTERIAN CHURCH 510 COALFIELD ROAD MIDLOTHIAN, VA 23114, RULING ELDER, DUTIES: MONTHLY SESSION MEETINGS TO REVIEW AND SERVE THE SPIRITUAL NEEDS OF THE CONGREGATION, AND UNDERTAKE NEW INITIATIVES FOR THE CHURCH THAT ENHANCE THE CONGREGATION'S GROWTH AND WORSHIP OF JESUS CHRIST. REGULAR VISITS TO CONGREGANTS FOR PRAYER, ENCOURAGEMENT AND SHEPHERDING. SERVING COMMUNION AND PERFORMING CORPORATE PRAYERS EACH MONTH DURING SUNDAY WORSHIP SERVICE, START DATE: 7/1/17, 15 HRS PER MO, NOT INVESTMENT RELATED; 4) ALPSS HOLDINGS LLC 14410 SOMMERVILLE COURT MIDLOTHIAN, VA 23113, OWNER, DUTIES: SELF RENTAL FOR 2/3 OF OFFICE SPACE, AND TENANT FOR 1/3 OFFICE SPACE, START DATE: 4/1/25, 0 HRS PER MO, BANK ACCT: ALPSS HOLDINGS, SIGNATOR, NOT INVESTMENT RELATED; 5) www.jracftax.com;

Exams

• S66 Uniform Combined State Law Examination
  2005-12-09