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Aaron Brandon Dorner

Equitable Advisors, LLC

Medina, OH

Independence, OH

Akron, OH

CRD 4808517

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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
OH RA APPROVED 2023-05-24
  • OH RA
    APPROVED
    Since 2023-05-24

Branch Locations

Medina, OH • United States

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States

3572 S Arlington Road Ground Floor, Akron, OH 44312 • 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
Ados Llc Medina OH 04/2006 07/2025
Stump Grinding Services And Tree Removal Medina OH 05/2020 07/2025
Berkshire-Hathoway Home Services Medina OH 03/2022 06/2023
Equitable Advisors, Llc New York NY 03/2023 Present
  • 04/2006 → 07/2025
    Ados Llc
    Medina, OH
  • 05/2020 → 07/2025
    Stump Grinding Services And Tree Removal
    Medina, OH
  • 03/2022 → 06/2023
    Berkshire-Hathoway Home Services
    Medina, OH
  • 03/2023 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

1) Aaron Dorner's Outside Solutions, LLC (ADOS, LLC) - Owner Non-Investment - 01/2023 - 15hrs/mth. 2) Executor Father's Estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
S65 Uniform Investment Adviser Law Examination 2006-02-08
S63 Uniform Securities Agent State Law Examination 2004-08-05
  • S66 Uniform Combined State Law Examination
    2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2006-02-08
  • S63 Uniform Securities Agent State Law Examination
    2004-08-05
Other Names
  • Aaron Dorner
  • Aaron Brandon Dorner

View on SEC IAPD

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