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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-26 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wegmans | Rochester | NY | 07/2015 | 08/2021 |
| Equitable Advisors, Llc | New York | NY | 12/2020 | Present |
| Niagara University | Lewiston | NY | 08/2016 | 05/2018 |
| Rover | Rochester | NY | 01/2026 | Present |
1) Rover - Dog-sitting/Dog-walking, various addresses. Start date: 12/23/2025. Approximately 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-10 |
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