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Brett Conway

Equitable Advisors, LLC

Royersford, PA

CRD 7299039

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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 2021-04-19
  • PA RA
    APPROVED
    Since 2021-04-19

Branch Locations

Royersford, PA • 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 10/2020 Present
Tommy Bahama King Of Prussia PR 12/2018 01/2019
Keating Carpentry Royersford PA 04/2013 11/2019
Spring-Ford Country Club Royersford PA 05/2015 08/2017
Penn State University State College PA 08/2017 11/2019
Coastal Carolina Univesity Conway SC 08/2015 04/2017
Unemployed Royersford PA 12/2019 09/2020
Equitable Royersford PA 01/2026 Present
  • 10/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 12/2018 → 01/2019
    Tommy Bahama
    King Of Prussia, PR
  • 04/2013 → 11/2019
    Keating Carpentry
    Royersford, PA
  • 05/2015 → 08/2017
    Spring-Ford Country Club
    Royersford, PA
  • 08/2017 → 11/2019
    Penn State University
    State College, PA
  • 08/2015 → 04/2017
    Coastal Carolina Univesity
    Conway, SC
  • 12/2019 → 09/2020
    Unemployed
    Royersford, PA
  • 01/2026 → Present
    Equitable
    Royersford, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2021-02-26
Other Names
  • Brett Conway
  • Brett Michael Conway

View on SEC IAPD

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