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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-08-29 |
Branch Locations
121 Goldenrod Place, Lynchburg, VA 24502 • United States
13400 Booker T. Washington Hwy,, Moneta, VA 24121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2015 | 11/2019 |
| Northwestern Mutual Investment Services Llc | Lynchburg | VA | 03/2016 | 11/2019 |
| Northwestern Mutual Wealth Management Company | Lynchburg | VA | 07/2018 | 11/2019 |
| Massmutual Life Insurance Company | Lynchburg | VA | 11/2019 | 08/2023 |
| Mml Investors Services, Llc | Lynchburg | VA | 05/2020 | 08/2023 |
| Liberty University | Lynchburg | VA | 12/2013 | 12/2018 |
| The White Hart Cafe | Lynchburg | VA | 01/2013 | 12/2017 |
| Equitable Advisors, Llc | New York | NY | 08/2023 | Present |
1) LOPER PROPERTY. LLC,160 Marguerite Drive, Lynchburg, VA 24502, RESIDENTIAL REAL ESTATE INVESTING (RENTAL PROPERTIES), LANDLORD - MANAGE RENTAL PROPERTIES, OWNER/PRESIDENT, 4 HRS/WK, START DATE: 08/31/2023 2) NOBILITY PARTNERS, LLC (FORMERLY ABE LOPER CONSULTING SERVICES), LYNCHBURG, VA, SMALL BUSINESS MANAGMENT CONSULTING, 2HRS/MO, START DATE: 6/2012 3)LYNCHBURG MORNING ROTARY, LYNCHBURG, VA, NON-PROFIT ORGANIZATION, BOARD MEMBER, Provide insight and oversight, 2HRS/WK, STARTED 2016 4)DBA: LOPER FINANCIAL - OWNER/PRESIDENT 5) Other business-related email address: abe@loperfinancial.com, alias for equitable.com email address;6) Member of outside business website: www.abeloper.com, Used for Marketing purposes only, no mention of registered rep role, approved by Equitable;7)Executor of an estate for a family member;8) Board member - Five18 Family Services, I will be a board member of the service organization. I will meet with the board for an hour, quarterly, to provide strategic direction as a member of the community, 1621 Enterprise Dr. Lynchburg, VA 24502, Start Date: 8/1/2026, 1 HR PER MO, Not investment related;9) Advisory Committee, Community Connections, I will serve on a committee of 4 individuals who provide feedback to the CEO and board regarding strategic growth and visibility initiatives, 801 Pennsylvania Ave, SE Washington, DC 20003, Start Date: 8/1/2026, 1 HR PER MO;10) Member of the Campaign Cabinet, Smith Mountain Lake Center, I participate in Zoom meetings and occasional in-person meetings to provide strategic input and direction for the organization as they pertain to the launch of the new SML Center for the arts, 86 Westlake Rd. #17, Hardy, VA 24101, Start Date: 4/1/2026, 3 HRS PER MO;11) Central Virginia Business Coalition, I serve as a board member, providing strategic direction and feedback for the Executive Director, 14805 Forest Rd Ste 107, Forest, VA 24551, Start Date: 10/1/2024, 2 HRS PER MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-10 |
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