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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 2023-06-27
PA RA APPROVED 2023-06-15
  • TX RA
    APPROVED
    Since 2023-06-27
  • PA RA
    APPROVED
    Since 2023-06-15

Branch Locations

Gibsonia, PA • United States

Six Ppg Place Suite 510, Pittsburgh, PA 15222 • 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
Pnc Capital Markets Pittsburgh PA 06/2015 09/2021
Equitable Advisors, Llc New York NY 05/2023 Present
Unemployed White Oak PA 09/2021 06/2022
Pnc Bank, Na Pittsburgh PA 06/2022 06/2023
  • 06/2015 → 09/2021
    Pnc Capital Markets
    Pittsburgh, PA
  • 05/2023 → Present
    New York, NY
  • 09/2021 → 06/2022
    Unemployed
    White Oak, PA
  • 06/2022 → 06/2023
    Pnc Bank, Na
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-03
S63 Uniform Securities Agent State Law Examination 2016-05-25
  • S65 Uniform Investment Adviser Law Examination
    2022-12-03
  • S63 Uniform Securities Agent State Law Examination
    2016-05-25
Other Names
  • Carissa A Markantone
  • Carissa A Markantone
  • Carissa A Larson
  • Carissa Larson
  • Carissa Markantone
  • Carissa Larson
  • Carissa Markantone
  • Carissa Alessandra Larson

View on SEC IAPD

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