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Tristan Edwin Saleh

Equitable Advisors, LLC

Boca Raton, FL

CRD 7050766

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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
TX RA APPROVED 2022-11-15
FL RA APPROVED 2021-07-20
  • TX RA
    APPROVED
    Since 2022-11-15
  • FL RA
    APPROVED
    Since 2021-07-20

Branch Locations

2255 Glades Road Suite 412E, Boca Raton, FL 33431 • 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
Axa Advisors, Llc New York NY 08/2019 06/2020
Florida Atlantic University Boca Raton FL 08/2015 06/2019
Equitable Advisors, Llc New York NY 08/2019 Present
  • 08/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 06/2019
    Florida Atlantic University
    Boca Raton, FL
  • 08/2019 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-15
  • S66 Uniform Combined State Law Examination
    2021-07-15
Other Names
  • Tristan Saleh
  • Tristan Edwin Saleh

View on SEC IAPD

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