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Charles Colby

Equitable Advisors, LLC

New York, NY

CRD 7979875

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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
NY RA APPROVED 2024-11-18
  • NY RA
    APPROVED
    Since 2024-11-18

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
Equitable Advisors, Llc. New York NY 09/2024 Present
Sound Point Capital Management New York NY 06/2023 08/2023
Bienville Capital New York NY 06/2022 06/2022
Little Hunting Park Alexandria VA 06/2019 08/2019
Hamilton College Clinton NY 08/2020 05/2024
Unemployed New York NY 06/2024 09/2024
St. Stephen's & St. Agnes School Alexandria VA 09/2016 06/2020
  • 09/2024 → Present
    Equitable Advisors, Llc.
    New York, NY
  • 06/2023 → 08/2023
    Sound Point Capital Management
    New York, NY
  • 06/2022 → 06/2022
    Bienville Capital
    New York, NY
  • 06/2019 → 08/2019
    Little Hunting Park
    Alexandria, VA
  • 08/2020 → 05/2024
    Hamilton College
    Clinton, NY
  • 06/2024 → 09/2024
    Unemployed
    New York, NY
  • 09/2016 → 06/2020
    St. Stephen's & St. Agnes School
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13

View on SEC IAPD

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