Best Investors Account Sign in

Jason Pyun

Equitable Advisors, LLC

New York, NY

CRD 7144911

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
TX RA APPROVED 2021-07-21
NY RA APPROVED 2021-07-20
  • TX RA
    APPROVED
    Since 2021-07-21
  • NY RA
    APPROVED
    Since 2021-07-20

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Tulane University New Orleans LA 06/2016 06/2018
Basepoint Capital Llc White Plains NY 05/2018 08/2018
Tulane University New Orleans LA 08/2018 06/2019
Axa Advisors/ Michael Berz New York NY 06/2019 08/2019
Tulane University New Orleans LA 08/2019 06/2020
Equitable Advisors, Llc New York NY 10/2020 Present
Unemployed Cresskill NJ 07/2020 09/2020
  • 06/2016 → 06/2018
    Tulane University
    New Orleans, LA
  • 05/2018 → 08/2018
    Basepoint Capital Llc
    White Plains, NY
  • 08/2018 → 06/2019
    Tulane University
    New Orleans, LA
  • 06/2019 → 08/2019
    Axa Advisors/ Michael Berz
    New York, NY
  • 08/2019 → 06/2020
    Tulane University
    New Orleans, LA
  • 10/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 07/2020 → 09/2020
    Unemployed
    Cresskill, NJ
Other Businesses

DBA: Premier Capital Management Group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-16
S63 Uniform Securities Agent State Law Examination 2020-07-15
  • S66 Uniform Combined State Law Examination
    2021-07-16
  • S63 Uniform Securities Agent State Law Examination
    2020-07-15

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor