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John Adam Schaly

Equitable Advisors, LLC

Hinckley, OH

Independence, OH

CRD 6519106

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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
OH RA APPROVED 2018-06-05
  • OH RA
    APPROVED
    Since 2018-06-05

Branch Locations

Hinckley, OH • United States

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Ashland University Ashland OH 07/2016 07/2018
Student Ashland OH 01/2008 12/2017
Axa Advisors, Llc New York NY 03/2018 06/2020
Equitable Advisors, Llc New York NY 03/2018 Present
  • 07/2016 → 07/2018
    Ashland University
    Ashland, OH
  • 01/2008 → 12/2017
    Student
    Ashland, OH
  • 03/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 03/2018 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-25
  • S66 Uniform Combined State Law Examination
    2018-04-25
Other Names
  • Adam Schaly
  • John Schaly

View on SEC IAPD

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