Erik Robert Carlson

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
CA	RA	APPROVED	2000-12-21

CA RA
APPROVED

Since 2000-12-21

Branch Locations

Rancho Cordova, CA • United States

81 Blue Ravine Road Suite 100, Folsom, CA 95630 • 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	04/2000	06/2020
Equitable Advisors, Llc	New York	NY	04/2000	Present

04/2000 → 06/2020

Axa Advisors, Llc

New York, NY
04/2000 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1) ERIK CARLSON: 4260 STECCATO DR. RANCHO CORDOVA, CA, 95742.WWW.CARLSONLIVE.COM OWNER PERFORMACE, MOTIVATIONAL SPEAKER, TRAINING,ENTERTAINING STARTED 01/01/1985 2) Ebay seller, buy and sell baseball cards on ebay, Start Date 2/17/22,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-07-17

S66 Uniform Combined State Law Examination

2000-07-17

Other Names

Eric Robert Carlson

View on SEC IAPD