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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
| NY | RA | APPROVED | 2024-03-12 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 06/2023 | 09/2023 |
| Metricstream | San Jose | CA | 05/2021 | 10/2021 |
| Ubs Group Ag | Palo Alto | CA | 05/2019 | 08/2019 |
| Wti Management Llc | Hayward | CA | 05/2020 | 08/2020 |
| Posh Group Inc | New York | NY | 11/2019 | 04/2021 |
| Menlo School | Atherton | CA | 08/2011 | 08/2018 |
| New York University | New York | NY | 08/2018 | 05/2019 |
| New York University | New York | NY | 08/2019 | 05/2020 |
| New York University | New York | NY | 08/2020 | 05/2021 |
| New York University | New York | NY | 08/2021 | 05/2022 |
| Sabbatical | New York | NY | 05/2022 | 06/2023 |
| Equitable Advisors, Llc. | New York | NY | 02/2024 | Present |
| Unemployed | Atherton | CA | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
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