David N Lenvin

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
TX	RA	APPROVED_RES	2022-07-29
WA	RA	APPROVED	2007-09-20

TX RA
APPROVED_RES

Since 2022-07-29
WA RA
APPROVED

Since 2007-09-20

Branch Locations

Snoqualmie, WA • United States

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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	06/2007	06/2020
Equitable Advisors, Llc	New York	NY	06/2007	Present

06/2007 → 06/2020

Axa Advisors,Llc

New York, NY
06/2007 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

RENTAL PROPERTIES, 4312 LINDEN AVE N SEATTLE, WA 98103, 1609 E FIR ST SEATTLE, WA 98122 AND 1247 23RD ST APT A SANTA MONICA, CA 90404, Approx. 4 hrs. month, $12,500 annual comp. Rental Properties are held in LLC titled Eagle Score LLC 4312 Linden Ave N. Seattle WA 98103 1609 E Fir St. Seattle WA 98122 1247 23rd St #A Santa Monica CA 90404, 6923 Oakmont Ave SE Snoqualmie WA 98065, Albatross Score LLC 6923 Oakmont Ave SE Snoqualmie WA 98065, owner Manage tenants and accept rental payments, Rental Property Checkg Account, approx. 4 hours a month, $125K annual comp. Birdie Score LLC 6923 Oakmont Ave SE Snoqualmie WA 98065, Owner, investment real estate, 4/2020, approx. 1 hr mo., no comp. Harvey Capital Group LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-19

S66 Uniform Combined State Law Examination

2007-09-19

View on SEC IAPD