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Robert Daniel Amato

Equitable Advisors, LLC

Woodbridge, NJ

CRD 7369785

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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
TX RA APPROVED 2023-06-20
NJ RA APPROVED 2022-08-01
  • TX RA
    APPROVED
    Since 2023-06-20
  • NJ RA
    APPROVED
    Since 2022-08-01

Branch Locations

90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • 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
Unemployed Staten Island NY 07/2020 04/2021
Queens College Flushing NY 08/2015 06/2020
Comnet Telecom Supply East Brunswick NJ 06/2019 08/2019
Total Relocation Services Staten Island NY 06/2017 08/2018
Equitable Advisors, Llc. New York NY 05/2021 Present
  • 07/2020 → 04/2021
    Unemployed
    Staten Island, NY
  • 08/2015 → 06/2020
    Queens College
    Flushing, NY
  • 06/2019 → 08/2019
    Comnet Telecom Supply
    East Brunswick, NJ
  • 06/2017 → 08/2018
    Total Relocation Services
    Staten Island, NY
  • 05/2021 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
S63 Uniform Securities Agent State Law Examination 2021-07-22
  • S66 Uniform Combined State Law Examination
    2022-07-25
  • S63 Uniform Securities Agent State Law Examination
    2021-07-22
Other Names
  • Robert Amato

View on SEC IAPD

Nearby Firms

MONIMUS CAPITAL MANAGEMENT, LP
WELLS FARGO CLEARING SERVICES, LLC
RETIREMENT INCOME ADVISORY GROUP LLC

Nearby Investors

KEVIN PATRICK RODIN
JERMAIN OCTAVEUS HALL
CHRISTOPHER MICHAEL WARENKIEWICZ

Nearby Offices

MONIMUS CAPITAL MANAGEMENT, LP · WOODBRIDGE, NJ
WELLS FARGO CLEARING SERVICES, LLC · WOODBRIDGE, NJ
RETIREMENT INCOME ADVISORY GROUP LLC · WOODBRIDGE, NJ

More in Woodbridge, NJ

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