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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2021-10-19 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
Battle Creek, MI • United States
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyft | San Francisco | CA | 02/2018 | 05/2021 |
| Advia Credit Union | Battle Creek | MI | 07/2016 | 04/2018 |
| Quicken Loans | Detroit | MI | 05/2019 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 04/2021 | Present |
| Jackson Hewitt Tax Service | Battle Creek | MI | 01/2016 | 04/2017 |
| Kellogg Community College | Battle Creek | MI | 09/2015 | 08/2017 |
| Kalamazoo Valley Community College | Kalamazoo | MI | 09/2017 | 12/2018 |
| Western Michigan University | Kalamazoo | MI | 09/2017 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
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