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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
MI RA APPROVED 2026-08-12
TX RA APPROVED 2021-10-19
NY RA APPROVED 2021-06-29
  • MI RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED
    Since 2021-10-19
  • NY RA
    APPROVED
    Since 2021-06-29

Branch Locations

Battle Creek, MI • United States

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
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
  • 02/2018 → 05/2021
    Lyft
    San Francisco, CA
  • 07/2016 → 04/2018
    Advia Credit Union
    Battle Creek, MI
  • 05/2019 → 08/2019
    Quicken Loans
    Detroit, MI
  • 04/2021 → Present
    New York, NY
  • 01/2016 → 04/2017
    Jackson Hewitt Tax Service
    Battle Creek, MI
  • 09/2015 → 08/2017
    Kellogg Community College
    Battle Creek, MI
  • 09/2017 → 12/2018
    Kalamazoo Valley Community College
    Kalamazoo, MI
  • 09/2017 → 12/2020
    Western Michigan University
    Kalamazoo, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
  • S66 Uniform Combined State Law Examination
    2021-02-05

View on SEC IAPD

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