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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 | 2025-07-21 |
| CA | RA | APPROVED | 2025-05-12 |
Branch Locations
4 Corporate Plaza Dr Suite 250, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | ME | 06/2020 | 05/2025 |
| Allison Financial Group, Inc. | Laguna Beach | CA | 05/2020 | Present |
| Unemployed | Villa Park | CA | 08/2019 | 05/2020 |
| Anthropologie | Costa Mesa | CA | 05/2019 | 08/2019 |
| Loyola Marymount University | Marinia Del Rey | CA | 09/2018 | 04/2019 |
| Madewell | El Segundo | CA | 08/2018 | 11/2018 |
| Anthropologie | Costa Mesa | CA | 05/2018 | 08/2018 |
| Loyola Marymount University | Marina Del Rey | CA | 12/2017 | 04/2018 |
| Anthropologie | Costa Mesa | CA | 05/2017 | 11/2017 |
| Loyola Marymount University | Marina Del Rey | CA | 09/2016 | 04/2017 |
| Equitable Advisors, Llc | New York | NY | 05/2025 | Present |
1. Trustee for three separate immediate family trusts.2. Allison Financial Group, Inc. - member. DBA used for both Equitable and outside fixed business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-13 |
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