Best Investors Account Sign in

Nicholas Yellets

Equitable Advisors, LLC

Richmond, VA

CRD 7116300

Claim This Profile
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
VA RA APPROVED 2020-02-10
  • VA RA
    APPROVED
    Since 2020-02-10

Branch Locations

7231 Forest Ave. Suite 300, Richmond, VA 23226 • 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
Zocalo Charlottesville VA 05/2013 01/2019
Corolla Watersports Corolla NC 05/2017 07/2017
Packsaddle Ridge Golf Club Harrisonburg VA 03/2019 05/2019
Axa Advisors, Llc New York NY 07/2019 06/2020
Equitable Advisors, Llc New York NY 07/2019 Present
  • 05/2013 → 01/2019
    Zocalo
    Charlottesville, VA
  • 05/2017 → 07/2017
    Corolla Watersports
    Corolla, NC
  • 03/2019 → 05/2019
    Packsaddle Ridge Golf Club
    Harrisonburg, VA
  • 07/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2019 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-20
  • S66 Uniform Combined State Law Examination
    2020-01-20

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

More in Richmond, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor