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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 | 2021-09-17 |
| PA | RA | APPROVED | 2020-12-08 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
722 Penn Ave., West Reading, PA 19611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2016 | 04/2019 |
| Body Zone Sports And Wellness Complex | Reading | PA | 12/2012 | 03/2017 |
| Wells Fargo Clearing Services Llc | Radnor | PA | 04/2019 | 10/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2020 | Present |
DBA Surgeons Capital Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-26 |
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