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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-02 |
Branch Locations
3572 S Arlington Road Ground Floor, Akron, OH 44312 • United States
Medina, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence Wealth Advisors | Independence | OH | 05/2022 | 12/2024 |
| Door Dash | Lakewood | OH | 05/2023 | 03/2026 |
| Rover | Lakewood | OH | 01/2016 | Present |
| Oswald Companies | Cleveland | OH | 02/2020 | 04/2022 |
| College Now | Cleveland | OH | 08/2015 | 02/2020 |
| Maverick Volleyball Club | Parma | OH | 12/2020 | 06/2022 |
| Academy Volleyball Cleveland | Cleveland | OH | 11/2015 | 03/2020 |
| Pauda High School | Parma | OH | 07/2023 | 11/2023 |
| Equitable Advisors, Llc | New York | NY | 12/2024 | Present |
1) Rover, Not investment related, Lakewood, OH, Independent Contractor, Started 01/2016, 10 hours per month. 2) Maverick Warriors Volleyball Club Role - Master Coach Non-investment - Medina, OH - 9/2026 - 12hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
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