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David M. Teall

Equitable Advisors, LLC

Goshen, IN

CRD 6650141

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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_RES 2023-01-24
IN RA APPROVED 2016-12-13
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • IN RA
    APPROVED
    Since 2016-12-13

Branch Locations

123 S. Fifth Street, Goshen, IN 46528 • 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
Advanced Turf Solutions Elkhart IN 09/2013 10/2016
Axa Advisors, Llc New York NY 10/2016 06/2020
Equitable Advisors, Llc New York NY 10/2016 Present
  • 09/2013 → 10/2016
    Advanced Turf Solutions
    Elkhart, IN
  • 10/2016 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2016 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

FTH GROUP LLC, PARTNER, USED TO PAY EXPENSES, 7/2021, ONE HOUR PER MONTH, 0 COMPENSATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-28
  • S66 Uniform Combined State Law Examination
    2016-11-28

View on SEC IAPD

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