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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2021-07-12 |
Branch Locations
421 Wando Park Blvd Suite 130, Mount Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 10/2014 | 01/2017 |
| Edward Jones | St.LOuis | MO | 01/2018 | 06/2018 |
| Autumn Financial Group | Travelers Rest | SC | 06/2017 | 10/2017 |
| Unemployment | New York | NY | 02/2017 | 05/2017 |
| Unemployed | New York | NY | 11/2017 | 01/2018 |
| Minnesota Life Insurance Company | St Paul | MN | 04/2019 | 07/2019 |
| Securian Financial Services Inc | St Paul | MN | 04/2019 | 07/2019 |
| Commonwealth Financial Group | Daniel Island | SC | 04/2019 | 07/2019 |
| Lone Oak Llc | Johns Island | SC | 07/2018 | 12/2018 |
| Unemployed | Charelston | SC | 01/2019 | 04/2019 |
| Equitable Advisors, Llc | New York | NY | 07/2021 | Present |
| Self Employed | Charleston | SC | 07/2019 | 07/2021 |
DBA: Oak Capital Management, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
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