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Thomas Gerard Grlic

Equitable Advisors, LLC

New York, NY

CRD 8058643

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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
SC RA APPROVED 2026-01-30
TX RA APPROVED 2025-12-04
NY RA APPROVED 2025-03-24
  • SC RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2025-12-04
  • NY RA
    APPROVED
    Since 2025-03-24

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
New Health Medical Pc Garden City NY 04/2022 Present
Regulators Security Nesconset NY 01/2025 Present
Floor And Decor Holdings Inc. Farmingdale NY 02/2019 11/2021
Adelphi University Garden City NY 08/2018 05/2022
Columbia University New York NY 09/2022 05/2024
J C Broderick & Associates Hauppauge NY 06/2023 08/2023
Garden City High School Garden City NY 03/2015 06/2018
Unemployed Garden City NY 07/2018 07/2018
Equitable Advisors, Llc New York NY 03/2025 Present
  • 04/2022 → Present
    New Health Medical Pc
    Garden City, NY
  • 01/2025 → Present
    Regulators Security
    Nesconset, NY
  • 02/2019 → 11/2021
    Floor And Decor Holdings Inc.
    Farmingdale, NY
  • 08/2018 → 05/2022
    Adelphi University
    Garden City, NY
  • 09/2022 → 05/2024
    Columbia University
    New York, NY
  • 06/2023 → 08/2023
    J C Broderick & Associates
    Hauppauge, NY
  • 03/2015 → 06/2018
    Garden City High School
    Garden City, NY
  • 07/2018 → 07/2018
    Unemployed
    Garden City, NY
  • 03/2025 → Present
    New York, NY
Other Businesses

Regulators Security: Not Investment Related: Nesconset, NY: Licensed NYS Security Guard: Start date: 01/2025: 24 hours per week. New Health Medical PC: Not Investment related: Garden City, NY: Computer coding/technical work: Start Date:04/2022: 1-5 hours per week.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-01-08

View on SEC IAPD

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