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Madison Weschler

Equitable Advisors, LLC

Milwaukee, WI

Milwaukee, WI

CRD 7421549

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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
WI RA APPROVED 2024-08-26
  • WI RA
    APPROVED
    Since 2024-08-26

Branch Locations

Milwaukee, WI • United States

111 East Kilbourn Avenue Suite 800, Milwaukee, WI 53202 • 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
Equitable Advisors Llc New York NY 08/2021 Present
The Peaks Senior Living Community Flagstaff AZ 07/2019 07/2021
Northern Arizona University Flagstaff AZ 01/2018 03/2020
Northern Arizona University Flagstaff AZ 08/2017 04/2021
Edison High School Huntington Beach CA 08/2014 06/2017
Doordash Flagstaff AZ 07/2021 08/2021
  • 08/2021 → Present
    Equitable Advisors Llc
    New York, NY
  • 07/2019 → 07/2021
    The Peaks Senior Living Community
    Flagstaff, AZ
  • 01/2018 → 03/2020
    Northern Arizona University
    Flagstaff, AZ
  • 08/2017 → 04/2021
    Northern Arizona University
    Flagstaff, AZ
  • 08/2014 → 06/2017
    Edison High School
    Huntington Beach, CA
  • 07/2021 → 08/2021
    Doordash
    Flagstaff, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-25
S63 Uniform Securities Agent State Law Examination 2021-10-12
  • S66 Uniform Combined State Law Examination
    2022-02-25
  • S63 Uniform Securities Agent State Law Examination
    2021-10-12

View on SEC IAPD

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