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Jacob Lombardozzi

Equitable Advisors, LLC

Erie, PA

CRD 7285230

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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
PA RA APPROVED 2024-03-18
  • PA RA
    APPROVED
    Since 2024-03-18

Branch Locations

100 State Street Suite 440, Erie, PA 16507 • 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
Equitable Advisors, Llc New York NY 08/2020 Present
Country Fair Inc. Erie PA 02/2017 08/2020
Edinboro University Edinboro PA 08/2015 12/2019
  • 08/2020 → Present
    New York, NY
  • 02/2017 → 08/2020
    Country Fair Inc.
    Erie, PA
  • 08/2015 → 12/2019
    Edinboro University
    Edinboro, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2020-11-25

View on SEC IAPD

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