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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-29 |
| NY | RA | APPROVED | 2023-05-02 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 04/2016 | 10/2018 |
| Bank Of America, N.A. | Fairfield | CT | 09/2016 | 10/2018 |
| Brookstone Capital Management | Wheaton | IL | 12/2019 | 04/2023 |
| Unemployed | New York | NY | 10/2018 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 04/2023 | Present |
Independent Agent - sales and service of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
| S66 | Uniform Combined State Law Examination | 2016-06-17 |
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