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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-10 |
Branch Locations
880 West Long Lake Road Suite 430, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 09/2022 | Present |
| Centaurus Financial/ Wealthmap Advisors | Auburn Hills | MI | 07/2021 | 08/2022 |
| Troy United Football Club (501C3 Non Profit) | Clarkston | MI | 05/2021 | 10/2023 |
| Oakland University | Rochester | MI | 08/2019 | 05/2023 |
| Zentech, Llc | Ortonville | MI | 05/2019 | 05/2020 |
| Herbert Financial Group | Auburn Hills | MI | 05/2019 | 08/2020 |
| Andiamo Italian Restaurant | Clarkston | MI | 05/2019 | 08/2019 |
| Matador Investing Llc | Ortonville | MI | 08/2018 | 06/2019 |
| Michigan State University | East Lansing | MI | 01/2018 | 05/2019 |
| Oak Electric | Waterford | MI | 05/2018 | 08/2018 |
| Northwood University | Midland | MI | 08/2017 | 01/2018 |
| Great Lakes Construction Services | Royal Oak | MI | 04/2017 | 01/2018 |
| Clarkston High School | Clarkston | MI | 08/2013 | 04/2017 |
TRUSTEE OF PARENTS TRUST AND TRUSTEE OF FATHER'S TRUST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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