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John Brian Anderson

Equitable Advisors, LLC

Washington, DC

CRD 4732752

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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
DC RA APPROVED 2023-01-16
  • DC RA
    APPROVED
    Since 2023-01-16

Branch Locations

700 Pennsylvania Ave, Se Suite 2084, Washington, DC 20003 • 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 12/2008 06/2020
Equitable Advisors, Llc New York NY 12/2008 Present
Previous Registrations
Other Businesses

janderson@tpsfinancial.com. Purpose: To do DBA business. Used to conduct Equitable Advisor business. Domain address is an approved FMG website.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-05
S63 Uniform Securities Agent State Law Examination 2004-04-29
  • S65 Uniform Investment Adviser Law Examination
    2006-10-05
  • S63 Uniform Securities Agent State Law Examination
    2004-04-29

View on SEC IAPD

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