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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
Naperville, IL • United States
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 02/2025 |
| Joliet Township High School | Joliet | IL | 08/2016 | 08/2019 |
| College Of Dupage | Glen Ellyn | IL | 08/2016 | Present |
| Primerica | Naperville | IL | 08/2017 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 03/2025 | Present |
1. College of DuPage; Type of business: Community College; Glen Ellyn, IL; Start date: 8/1/2016; Adjunct Math Professor; Hours per month: 8; Hours during trading: 0; I teach night school to students/adults who do not pass the math entrance exam. 2. PD Wealth Management, LLC; Type of Business: LLC used for tax/accounting purposes for financial services practice; approx. 4 hrs/month; Position: Owner; Naperville, IL 3. Consultant, CFP Board, review scholarship applications, 3 hrs per month, start 10.2025, zero comp. 4. Outside Insurance Brokerage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
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