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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
Branch Locations
801 Cherry Street Suite 2300, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pappadeaux Seafood Restaurant | Arlington | TX | 12/2021 | 06/2022 |
| Farmers Insurance | Colleyville | TX | 07/2021 | 11/2022 |
| Georgies Restaurant | Dallas | TX | 05/2021 | 08/2021 |
| El Primo's Restaurant | Mansfield | TX | 06/2021 | 06/2021 |
| Mission Partnerships | Grapevine | TX | 04/2021 | 05/2021 |
| University Of Texas At Arlington | Arlington | TX | 01/2020 | 05/2022 |
| Pappa Bro's Steakhouse | Dallas | TX | 08/2019 | 02/2021 |
| Perry's Restaurant | Grapevine | TX | 11/2017 | 07/2019 |
| Morris Kaye & Sons | Dallas | TX | 09/2017 | 09/2018 |
| Bob's Steakhouse | Grapevine | TX | 05/2017 | 08/2017 |
| Tarrant County Community College | Hurst | TX | 06/2018 | 12/2019 |
| Ruth's Chris Steakhouse | Dallas | TX | 02/2017 | 05/2017 |
| The Ranch In Las Colinas | Irving | TX | 09/2015 | 01/2017 |
| Farmers Financial Solutions | Colleyville | TX | 02/2022 | 11/2022 |
| Equitable Advisors, Llc | New York | NY | 12/2022 | Present |
| Doordash | Fort Worth | TX | 11/2022 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-30 |
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