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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-05 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 07/2024 | Present |
| Equitable Advisors Llc | Rochester | NY | 07/2024 | Present |
| Equitable Advisors | Rochester | NY | 07/2018 | 10/2023 |
| Kevin Shiltz, Mapstone Veritas Financial Group | Rochester | NY | 10/2023 | 07/2024 |
| Midas Auto Service Experts | Webster | NY | 01/2012 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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