Gregory Pierre Alerte

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-12

NY RA
APPROVED

Since 2021-04-12

Branch Locations

Rockville Centre, NY • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	11/2006	06/2020
Equitable Advisors, Llc	New York	NY	11/2006	Present

11/2006 → 06/2020

Axa Advisors, Llc

New York, NY
11/2006 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

GREGORY ALERTE,CFP, ROCKVILLE CENTRE,NY, SOLE PROPRIETOR, TAX PREPARER, MARCH 2015, 5hrs per month -junior board member of Friends of Montfort, Inc. P. O. Box 314 , attend quarterly meatings, March 2016-1 hr per month; Toastmasters International, 23182 Arroyo Vista, Rancho Santa Margarita, CA 92688, President, Founder, 11/2017, Volunteer and help to preside over various club roles - 4hrs/moGregory Alerte, Consultant, 5/2018, provide consulting for buisiness to improve communication from mangagement to management, management to employee and employee to employee, leadership coaching, trust building exercises, 4hrs per mo.; DBA Primier Heritage - Managing Partner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-24

S66 Uniform Combined State Law Examination

2007-01-24

View on SEC IAPD