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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2019-02-01 |
Branch Locations
40 Eagle Valley Court, Broadview Heights, OH 44147 • United States
38052 Euclid Ave, Willoughby, OH 44094 • United States
4051 Erie Street Suite #1, Willoughby, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2011 | Present |
1. Partner/Owner, Lakeside Holdings LLC Broadview Hgts OH, Since 8/2018, 4hrs/month 3. Outside Insurance Appointment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-13 |
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