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John Michael Lostoski

Equitable Advisors, LLC

Brecksville, OH

Independence, OH

CRD 7135439

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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 2024-11-11
OH RA APPROVED 2024-02-05
  • TX RA
    APPROVED
    Since 2024-11-11
  • OH RA
    APPROVED
    Since 2024-02-05

Branch Locations

Brecksville, OH • United States

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Brightedge Technologies Cleveland OH 06/2020 06/2023
Cbua Berea OH 08/2016 09/2020
Charles Schwab Richfield OH 06/2019 01/2020
Baldwin Wallace Intramural Sports Berea OH 09/2016 05/2020
Baldwin Wallace University Berea OH 08/2016 05/2020
Unemployed Cleveland OH 07/2023 09/2023
Equitable Advisors, Llc New York NY 10/2023 Present
  • 06/2020 → 06/2023
    Brightedge Technologies
    Cleveland, OH
  • 08/2016 → 09/2020
    Cbua
    Berea, OH
  • 06/2019 → 01/2020
    Charles Schwab
    Richfield, OH
  • 09/2016 → 05/2020
    Baldwin Wallace Intramural Sports
    Berea, OH
  • 08/2016 → 05/2020
    Baldwin Wallace University
    Berea, OH
  • 07/2023 → 09/2023
    Unemployed
    Cleveland, OH
  • 10/2023 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-01
  • S66 Uniform Combined State Law Examination
    2024-02-01
Other Names
  • John Lostoski
  • Jack Lostoski

View on SEC IAPD

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