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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
TX RA APPROVED_RES 2020-09-18
AL RA APPROVED 2013-01-08
  • TX RA
    APPROVED_RES
    Since 2020-09-18
  • AL RA
    APPROVED
    Since 2013-01-08

Branch Locations

297 Wesley Street, Fairhope, AL 36535 • United States

Gulf Shores, AL • United States

169 Dauphin Street Suite 203, Mobile, AL 36602 • 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 10/2012 06/2020
Equitable Advisors, Llc New York NY 10/2012 Present
Other Businesses

Durable power of attorney on husband David Tressler who is the grantor of the trust. I am trustee and beneficiary of the trust. Impact 100 Baldwin County, Fairhope, AL 36533, Member, pay dues that are combined with other members. These funds used to distribute grants to organizations in Baldwin County. Help select the grant recipients. 03/31/2025, 1hr/mo. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-21
  • S66 Uniform Combined State Law Examination
    2012-11-21
Other Names
  • Ameina Shay Summerlin
  • Ameina Shay Howell

View on SEC IAPD

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