Joanne M. Crowley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 06/2020
  Axa Advisors,Llc
  New York, NY
• 08/2011 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Outside Fixed Business. 2. Trustee for Immediate Family Member's Trust. 3. Conditional approval for Task Force Member with Simi Valley YMCA, located at: 3200 Cochran St Simi Valley, CA 93065-2769

Exams

• S66 Uniform Combined State Law Examination
  2011-09-21

Other Names

• Joanne M. Meemken