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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
CA RA APPROVED 2025-03-28
  • CA RA
    APPROVED
    Since 2025-03-28

Branch Locations

Half Moon Bay, CA • United States

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
University Of Oregon Student Rec Center Eugene OR 09/2022 08/2024
Spangler's Market Half Moon Bay CA 05/2019 12/2022
Unemployed Half Moon Bay CA 02/2015 04/2019
Unemployed Half Moon Bay CA 09/2024 03/2025
Equitable Advisors, Llc New York NY 03/2025 Present
  • 09/2022 → 08/2024
    University Of Oregon Student Rec Center
    Eugene, OR
  • 05/2019 → 12/2022
    Spangler's Market
    Half Moon Bay, CA
  • 02/2015 → 04/2019
    Unemployed
    Half Moon Bay, CA
  • 09/2024 → 03/2025
    Unemployed
    Half Moon Bay, CA
  • 03/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-21
Other Names
  • Dillon Horner

View on SEC IAPD

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