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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-19 |
| CA | RA | APPROVED | 2019-10-11 |
Branch Locations
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
Saratoga, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usf | San Francisco | CA | 08/2016 | 05/2019 |
| Ipot Restaurant | San Francisco | CA | 07/2017 | 05/2019 |
| Statefarm Maria Wang Agency | San Jose | CA | 05/2018 | 08/2018 |
| Swamp Seafood Restaurant | San Francisco | CA | 03/2017 | 07/2017 |
| Unemployed | Saratoga | CA | 05/2019 | 08/2019 |
| Axa Advisors, Llc | New York | NY | 08/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | Present |
Kaiser, Health Insurance, 4/4/22, approx $2,400 annual comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-02 |
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