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Adam J Pignatti

Equitable Advisors, LLC

West Jordan, UT

Charlotte, NC

CRD 7332557

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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
NC RA APPROVED 2026-04-01
UT RA APPROVED 2023-12-21
  • NC RA
    APPROVED
    Since 2026-04-01
  • UT RA
    APPROVED
    Since 2023-12-21

Branch Locations

West Jordan, UT • United States

7207 Ibm Drive, Charlotte, NC 28262 • 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
Stifel Independent Advisors, Llc West Jordan UT 05/2026 Present
Equitable Syracuse NY 02/2021 Present
Equitable Advisors Llc New York NY 02/2021 Present
Advocates Inc. Syracuse NY 08/2020 01/2021
Cams Pizzeria Cicero NY 01/2018 08/2020
Suny Oswego Oswego NY 08/2017 08/2020
Onondaga Community College Syracuse NY 08/2015 05/2017
  • 05/2026 → Present
    Stifel Independent Advisors, Llc
    West Jordan, UT
  • 02/2021 → Present
    Equitable
    Syracuse, NY
  • 02/2021 → Present
    Equitable Advisors Llc
    New York, NY
  • 08/2020 → 01/2021
    Advocates Inc.
    Syracuse, NY
  • 01/2018 → 08/2020
    Cams Pizzeria
    Cicero, NY
  • 08/2017 → 08/2020
    Suny Oswego
    Oswego, NY
  • 08/2015 → 05/2017
    Onondaga Community College
    Syracuse, NY
Other Businesses

Door dash; San Francisco, CA; Independent Contractor; Food Delivery Driver; Start date: 11/2024; 16 hrs./mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-06
  • S66 Uniform Combined State Law Examination
    2021-07-06
Other Names
  • Aj Pignatti

View on SEC IAPD

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