Gregory S Dorf

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

• 06/2016 → 11/2016
  Hispanic Chamer Of Commerence
  Milwaukee, WI
• 06/2017 → 08/2017
  Wintrust Commercial Banking
  Milwaukee, WI
• 09/2017 → Present
  Gregory S. Dorf
  Mequon, WI
• 12/2016 → 05/2017
  Gregory S. Dorf
  Mequon, WI
• 12/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2018 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

8/2013 - MUSICIAN - 12529 N Circle Dr, MEQUON, WI 53092; -10 HOURS MONTH; 3/2010 - MOT LLC- 12529 N Circle Dr, Mequon, WI 53092, purchase coffee at wholesale prices and sell them to organizations so that they can re-distribute at a profit for their respective clubs/organization - 1 hour month; 9/2017 - Handyman/house painting contractor - 12529 N Circle Drive, Mequon, WI 53092, 80 hours month; 9/2017 - Air BNB Host-12529 N. Circle Dr., Mequon WI 53092, 1-3 hr month; Administrator or executor of an estate or trustee of a trust for a non-family or family member; DBA Paramount Financial Partners LLC

Exams

• S66 Uniform Combined State Law Examination
  2019-03-11
• S63 Uniform Securities Agent State Law Examination
  2012-11-19

Other Names

• Gregory S Dorf
• Gregory S Dorf
• Greg S. Dorf
• Gregory Scott Dorf