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Aiden Simons

Equitable Advisors, LLC

Walnut Creek, CA

CRD 8054057

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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 2025-07-08
  • CA RA
    APPROVED
    Since 2025-07-08

Branch Locations

2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596 • 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
Unemployed Clayton CA 07/2024 07/2025
Capital Insurance Group Reno NV 06/2023 12/2023
Kidz Love Soccer Corte Madera CA 06/2022 07/2022
Hickory Pitt Walnut Creek CA 05/2021 08/2021
Doordash Clayton CA 04/2018 08/2020
Banister Electric Antioch CA 05/2018 08/2018
University Of Nevada Reno Reno NV 08/2020 06/2024
De La Salle High School Concord CA 08/2016 05/2020
Equitable Advisors, Llc New York NY 07/2025 Present
  • 07/2024 → 07/2025
    Unemployed
    Clayton, CA
  • 06/2023 → 12/2023
    Capital Insurance Group
    Reno, NV
  • 06/2022 → 07/2022
    Kidz Love Soccer
    Corte Madera, CA
  • 05/2021 → 08/2021
    Hickory Pitt
    Walnut Creek, CA
  • 04/2018 → 08/2020
    Doordash
    Clayton, CA
  • 05/2018 → 08/2018
    Banister Electric
    Antioch, CA
  • 08/2020 → 06/2024
    University Of Nevada Reno
    Reno, NV
  • 08/2016 → 05/2020
    De La Salle High School
    Concord, CA
  • 07/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-15
  • S66 Uniform Combined State Law Examination
    2025-02-15

View on SEC IAPD

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