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Brendan Smith

Equitable Advisors, LLC

Chester, MD

Columbia, MD

CRD 7126734

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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 2022-08-29
MD RA APPROVED 2021-12-17
  • TX RA
    APPROVED
    Since 2022-08-29
  • MD RA
    APPROVED
    Since 2021-12-17

Branch Locations

Chester, MD • United States

6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • 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 09/2021 Present
Unemployed Queenstown MD 05/2021 09/2021
Clemson University Clemson SC 08/2020 05/2021
The Concourse Group Annapolis MD 05/2020 08/2020
Clemson University Clemson SC 08/2019 05/2020
Merrill Lynch Easton MD 05/2019 08/2019
Clemson University Clemson SC 08/2018 05/2019
Unemployed Queenstown MD 05/2018 08/2018
Clemson University Clemson SC 08/2017 05/2018
Unemployed Queenstown MD 09/2011 08/2017
  • 09/2021 → Present
    Equitable Advisors Llc
    New York, NY
  • 05/2021 → 09/2021
    Unemployed
    Queenstown, MD
  • 08/2020 → 05/2021
    Clemson University
    Clemson, SC
  • 05/2020 → 08/2020
    The Concourse Group
    Annapolis, MD
  • 08/2019 → 05/2020
    Clemson University
    Clemson, SC
  • 05/2019 → 08/2019
    Merrill Lynch
    Easton, MD
  • 08/2018 → 05/2019
    Clemson University
    Clemson, SC
  • 05/2018 → 08/2018
    Unemployed
    Queenstown, MD
  • 08/2017 → 05/2018
    Clemson University
    Clemson, SC
  • 09/2011 → 08/2017
    Unemployed
    Queenstown, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-08
  • S66 Uniform Combined State Law Examination
    2021-12-08

View on SEC IAPD

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