Melissa Ann Stalbaum

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

Authority	Category	Status	Date
IN	RA	APPROVED	2021-10-29

IN RA
APPROVED

Since 2021-10-29

Branch Locations

10201 N. Illinois Street Suite #300, Carmel, IN 46290 • United States

Westfield, IN • 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

Organization	City	State	From	To
Rci	Carmel	IN	02/2012	04/2021
Equitable Advisors, Llc	New York	NY	08/2020	Present

02/2012 → 04/2021

Rci

Carmel, IN
08/2020 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1. President/Owner, M.A.D TRUCKING, LLC,WESTFIELD,IN, Since 04/2008;1 HR PER MONTH;PAPERWORK AND FILING. 2. Eagle Creek Acres, LLC; Westfield, IN; Family owner/operator;01/2021, aprox 20hrs per mth. 3. Council Member Hamilton County 4-H Council, Hamilton County 4-H Council 2003 Pleasant St. Noblesville, IN 46060, Start date: 01/01/2022, 2 hours/month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-28
S63	Uniform Securities Agent State Law Examination	2020-11-28

S66 Uniform Combined State Law Examination

2021-10-28
S63 Uniform Securities Agent State Law Examination

2020-11-28

Other Names

Melissa Ann Spaid
Melissa Stalbaum

View on SEC IAPD