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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-19 |
Branch Locations
Los Angeles, CA • United States
5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 04/2020 | 11/2020 |
| Terravino | Los Angeles | CA | 03/2010 | 03/2020 |
| Bank Of America, N.A. | Pasadena | CA | 07/2020 | 05/2022 |
| Paulson Investment Company, Llc | Beverly Hills | CA | 09/2022 | 10/2022 |
| Unemployed | Pasadena | CA | 06/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 12/2022 | 05/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | Present |
| Unemployed | Pasadena | CA | 06/2024 | 07/2024 |
| Unemployed | Sierra Madre | CA | 08/2024 | 08/2024 |
1. 01/2016 to Present; Terrarossa LLC; Non-investment Related; Wine Company, service for winery, wine import; Owner; 3 hours/month. 2. 10/2022 to Present; Italian Heritage Culture Foundation; Non-Investment Related; Nonprofit organization promoting Italian Heritage; Board Member/Treasurer; 2 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
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