Best Investors Account Sign in
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-12
  • NY RA
    APPROVED
    Since 2026-01-12

Branch Locations

507 Plum Street Suite 200, Syracuse, NY 13204 • United States

Tully, NY • 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
Securities America, Inc. Tully NY 10/2020 06/2024
Song View Financial/Peter Tague Tully NY 12/2019 Present
Peak Campus Syracuse NY 12/2018 12/2019
Pinnacle Campus Living Syracuse NY 06/2018 11/2018
Syracuse University Syracuse NY 07/2016 05/2018
Osaic Wealth, Inc. Tully NY 06/2024 01/2026
Equitable Advisors, Llc. New York NY 01/2026 Present
  • 10/2020 → 06/2024
    Securities America, Inc.
    Tully, NY
  • 12/2019 → Present
    Song View Financial/Peter Tague
    Tully, NY
  • 12/2018 → 12/2019
    Peak Campus
    Syracuse, NY
  • 06/2018 → 11/2018
    Pinnacle Campus Living
    Syracuse, NY
  • 07/2016 → 05/2018
    Syracuse University
    Syracuse, NY
  • 06/2024 → 01/2026
    Tully, NY
  • 01/2026 → Present
    New York, NY
Previous Registrations
Other Businesses

1. Registered Sales Assistant for Peter Tague - Started 01/2026 2. Song View Financial - Started 12/2019 - DBA for Equitable (Peter Tague) - Tully, NY - Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-15
S63 Uniform Securities Agent State Law Examination 2023-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-15
  • S63 Uniform Securities Agent State Law Examination
    2023-07-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Syracuse, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor