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Aaron Chapin Kniss

Equitable Advisors, LLC

Pasadena, MD

Falls Church, VA

CRD 5893741

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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

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-11
VA RA APPROVED 2016-04-05
  • MD RA
    APPROVED
    Since 2026-02-11
  • VA RA
    APPROVED
    Since 2016-04-05

Branch Locations

Pasadena, MD • United States

3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • 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
OrganizationCityStateFromTo
Axa Advisors Llc New York NY 06/2011 06/2020
Equitable Advisors, Llc New York NY 06/2011 Present
Other Businesses

SINCE 4/15/15 WORKING DIRECTLY WITH LINCOLN FINANCIAL INSURANCE OFFERING GROUP UNIVERSAL LIFE & DISABILITY EARNING LESS THAN $10,000 ANNUAL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-04
S63 Uniform Securities Agent State Law Examination 2011-10-28
  • S66 Uniform Combined State Law Examination
    2016-04-04
  • S63 Uniform Securities Agent State Law Examination
    2011-10-28

View on SEC IAPD

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