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Vivek Sharma

Equitable Advisors, LLC

Belle Mead, NJ

Woodbridge, NJ

CRD 7086424

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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
NJ RA APPROVED 2022-12-07
TX RA APPROVED 2022-12-07
  • NJ RA
    APPROVED
    Since 2022-12-07
  • TX RA
    APPROVED
    Since 2022-12-07

Branch Locations

Belle Mead, NJ • United States

90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 03/2019 12/2022
Nascap Investors (Self Employed) Belle Mead NJ 06/2012 02/2019
Bank Of America Short Hills NJ 03/2019 12/2022
Equitable Advisors Llc New York NY 12/2022 Present
Previous Registrations
Other Businesses

(1) Independent Agent, sales and service of fixed insurance products. (2) DBA: Equity Wealth Solutions, start date 12/2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-28
  • S66 Uniform Combined State Law Examination
    2019-06-28

View on SEC IAPD

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