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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
NY RA APPROVED 2026-04-09
CO RA APPROVED 2026-04-08
  • NY RA
    APPROVED
    Since 2026-04-09
  • CO RA
    APPROVED
    Since 2026-04-08

Branch Locations

Boston, MA • United States

1345 Avenue Of The Americas 3Rd Fl, New York, NY 10105 • 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
Wintonberry Hills Bloomfield CT 06/2017 09/2017
Ski Sundown New Hartford CT 01/2017 03/2017
Empower Retirement Denver CO 06/2020 12/2020
Bistro On Main Chatham MA 06/2019 08/2019
Bistro On Main Chatham MA 06/2018 08/2018
Ups Hartford CT 11/2018 12/2018
Ups Hartford CT 11/2017 12/2017
Jaks Chatham MA 07/2019 08/2019
Cherry Hills Country Club Denver CO 10/2017 06/2018
Cherry Hills Country Club Denver CO 09/2018 06/2019
Wintonberry Hills Bloomfield CT 06/2016 09/2016
Suffield Academy Suffield CT 09/2014 05/2017
University Of Denver Denver CO 09/2017 03/2021
U.S Bank Denver CO 06/2021 01/2022
Equitable Advisors, Llc New York NY 01/2022 Present
Unemployed Denver CO 03/2021 06/2021
Equitable Golden CO 10/2022 Present
Old Capital Grill & Smoke House Golden CO 08/2022 01/2026
Illegal Petes Denver CO 01/2026 Present
  • 06/2017 → 09/2017
    Wintonberry Hills
    Bloomfield, CT
  • 01/2017 → 03/2017
    Ski Sundown
    New Hartford, CT
  • 06/2020 → 12/2020
    Empower Retirement
    Denver, CO
  • 06/2019 → 08/2019
    Bistro On Main
    Chatham, MA
  • 06/2018 → 08/2018
    Bistro On Main
    Chatham, MA
  • 11/2018 → 12/2018
    Ups
    Hartford, CT
  • 11/2017 → 12/2017
    Ups
    Hartford, CT
  • 07/2019 → 08/2019
    Jaks
    Chatham, MA
  • 10/2017 → 06/2018
    Cherry Hills Country Club
    Denver, CO
  • 09/2018 → 06/2019
    Cherry Hills Country Club
    Denver, CO
  • 06/2016 → 09/2016
    Wintonberry Hills
    Bloomfield, CT
  • 09/2014 → 05/2017
    Suffield Academy
    Suffield, CT
  • 09/2017 → 03/2021
    University Of Denver
    Denver, CO
  • 06/2021 → 01/2022
    U.S Bank
    Denver, CO
  • 01/2022 → Present
    New York, NY
  • 03/2021 → 06/2021
    Unemployed
    Denver, CO
  • 10/2022 → Present
    Equitable
    Golden, CO
  • 08/2022 → 01/2026
    Old Capital Grill & Smoke House
    Golden, CO
  • 01/2026 → Present
    Illegal Petes
    Denver, CO
Other Businesses

Illegal Pete's, DENVER, CO, SERVER, START 10/2024, APPROXIMATELY 40 HOURS NON-SECURITIES RELATED HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-26
S63 Uniform Securities Agent State Law Examination 2020-09-15
  • S66 Uniform Combined State Law Examination
    2023-01-26
  • S63 Uniform Securities Agent State Law Examination
    2020-09-15

View on SEC IAPD

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