Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-28 |
Branch Locations
205 Granite Run Drive Suite 230, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cracker Barrel | Fogelsville | PA | 08/2016 | 07/2021 |
| Kutztown Area School District | Kutztown | PA | 01/2011 | 06/2018 |
| Equitable Advisors, Llc | New York | NY | 07/2021 | Present |
| Discover Lehigh Valley | Allentown | PA | 06/2019 | 08/2019 |
| Knees Up Events Llc | Kutztown | PA | 01/2019 | Present |
| Stars And Stripes Apparel Llc | Kutztown | PA | 03/2021 | Present |
1) Knees Up Events LLC, wedding & event planning, owner & wedding planner, 380 Albright Road Kutztown, PA 19530, NOT investment related, January 2019, 20 hrs/month, 0 hrs during trading hours, operate business & plan & coordinate weddings 2) Stars & Stripes Apparel LLC, e-commerce apparel company, owner, 380 Albright Road Kutztown, PA 19530, NOT investment related, March 2021, 5 hrs/month, 0 hours during trading hours, design apparel & run social media accounts 3) DBA The Rockland Group - Wealth Management LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-21 |
Reach out to this advisor