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Sean Dambaugh

Equitable Advisors, LLC

Mount Pleasant, SC

CRD 6128331

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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
SC RA APPROVED 2013-02-21
  • SC RA
    APPROVED
    Since 2013-02-21

Branch Locations

421 Wando Park Blvd Suite 130, Mount Pleasant, SC 29464 • 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 01/2013 06/2020
Equitable Advisors, Llc New York NY 01/2013 Present
Other Businesses

DBA: OAK CAPITAL MANAGEMENT, LLC; OCM Real Estate, LLC (Partner)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-19
  • S66 Uniform Combined State Law Examination
    2013-02-19

View on SEC IAPD

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