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Sean James Kurtock

Equitable Advisors, LLC

Carmel, IN

CRD 7984031

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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
IN RA APPROVED 2024-10-09
  • IN RA
    APPROVED
    Since 2024-10-09

Branch Locations

10201 N. Illinois Street Suite #300, Carmel, IN 46290 • 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
Cardinal Integrated Systems Louisville KY 08/2022 07/2024
Unemployed Fishers IN 08/2024 08/2024
Unemployed Louisville KY 06/2022 08/2022
Pooch Palace Resorts West Lafayette IN 10/2021 05/2022
Purdue University West Lafayette IN 08/2018 10/2021
Ai Innovations Mccordsville IN 06/2019 08/2019
Fishers High School Fishers IN 08/2014 06/2018
Ai Innovations Mccordsville IN 06/2018 08/2018
  • 09/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2022 → 07/2024
    Cardinal Integrated Systems
    Louisville, KY
  • 08/2024 → 08/2024
    Unemployed
    Fishers, IN
  • 06/2022 → 08/2022
    Unemployed
    Louisville, KY
  • 10/2021 → 05/2022
    Pooch Palace Resorts
    West Lafayette, IN
  • 08/2018 → 10/2021
    Purdue University
    West Lafayette, IN
  • 06/2019 → 08/2019
    Ai Innovations
    Mccordsville, IN
  • 08/2014 → 06/2018
    Fishers High School
    Fishers, IN
  • 06/2018 → 08/2018
    Ai Innovations
    Mccordsville, IN
Other Businesses

POA Mother.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-08
  • S66 Uniform Combined State Law Examination
    2024-10-08

View on SEC IAPD

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