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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 | 2020-08-05 |
| FL | RA | APPROVED | 2011-04-18 |
Branch Locations
2255 Glades Road Suite 412E, Boca Raton, FL 33431 • 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 | 04/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2011 | Present |
1- AJR INSURANCE GROUP, INC., 2730 NW 70 BLVD. BOCA RATON, FL. 33496, EMPLOYEE BENEFITS CONSUTLTING,PRESIDENT, SINCE 07/14/2006, 15 HRS. MO.; 2- ANDREW J RAUDENBUSH REV TRUST DTD 11/4/2013, 2730 NW 70 BLVD. BOCA RATON, FL. t33496, TRUSTEE SINCE NOV. 4, 2013, 0 HR MO. 3- PRIVATE CLIENT GROUP, 8240 NW 52 TERRACE 409, MIAMI, FL. 33166, SALE P AND C INSURANCE SINCE 7/01/15, 1 HR.MO. 4- PARTICIPATION IN LIFE SETTLEMENT TRANSACTIONS THROUGH Equitable's APPROVED LIFE SETTLEMENT BROKERS. 5-OUTSIDE INSURANCE, 6- 4890 STREAM SIDE, LN, LLC, MEMBER/OWNER, LLC SET UP TO OWN LAND PURCHASED AS AN INVESTMENT, PAY ANNUAL TAXES, ANNUAL PROPERTY TAX AND HOA, 11/2/2022, 0HRS/MO.7-EMPLOYEE BENEFITS, PRESIDENT, COUNSULTING...SPECIFICALLY GROUP HEALTH INSURANCE, DENTAL, VISION, GROUP LIFE, LTD AND STD, 15 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2007-02-15 |
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