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Maria Ellena Marcellus

Equitable Advisors, LLC

Watertown, NY

CRD 7126444

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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
NY RA APPROVED 2024-01-23
  • NY RA
    APPROVED
    Since 2024-01-23

Branch Locations

119 Sherman St Suite 4, Watertown, NY 13601 • 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
Equitable Advisors, Llc New York NY 05/2021 Present
Unemployed Clifton Park NY 03/2021 05/2021
Price Chopper Watertown NY 04/2020 03/2021
Clarkson University Potsdam NY 08/2018 12/2020
St. John Fisher Rochester NY 08/2017 08/2018
Immaculate Heart Central Jr. & Sr. High School Watertown NY 01/2012 08/2017
  • 05/2021 → Present
    New York, NY
  • 03/2021 → 05/2021
    Unemployed
    Clifton Park, NY
  • 04/2020 → 03/2021
    Price Chopper
    Watertown, NY
  • 08/2018 → 12/2020
    Clarkson University
    Potsdam, NY
  • 08/2017 → 08/2018
    St. John Fisher
    Rochester, NY
  • 01/2012 → 08/2017
    Immaculate Heart Central Jr. & Sr. High School
    Watertown, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
S63 Uniform Securities Agent State Law Examination 2021-09-17
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22
  • S63 Uniform Securities Agent State Law Examination
    2021-09-17

View on SEC IAPD

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