Craig Boswell Voorhees

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
OH	RA	APPROVED	2016-12-08

OH RA
APPROVED

Since 2016-12-08

Branch Locations

Burton, OH • United States

14605 E Park Street, Burton, OH 44021 • United States

4051 Erie Street Suite #1, Willoughby, OH 44094 • 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	Cleveland	OH	08/2011	06/2020
Equitable Advisors, Llc	New York	NY	08/2011	Present

08/2011 → 06/2020

Axa Advisors

Cleveland, OH
08/2011 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1) Berkshire Recreation Association - Burton, OH - Treasurer non-investment - 03/2025 - 2 hrs/mth. 2) Rental Property - Owner/Property Manager - Burton, OH - 06/2026 - 4hrs/mth.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-02
S63	Uniform Securities Agent State Law Examination	2016-05-19

S65 Uniform Investment Adviser Law Examination

2016-12-02
S63 Uniform Securities Agent State Law Examination

2016-05-19

Designations

Certified Financial Planner

Other Names

Craig Voorhees

View on SEC IAPD