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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-03 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Farmington | NY | 12/2024 | 08/2025 |
| Rochester Dog Walkers, Llc. | Webster | NY | 03/2022 | 11/2024 |
| Levene, Gouldin & Thompson, Llp. | Vestal | NY | 12/2018 | 11/2019 |
| Levene, Gouldin & Thompson, Llp. | Vestal | NY | 10/2017 | 11/2018 |
| Cvs Pharmacy | Londonberry | NH | 12/2015 | 09/2017 |
| Unemployed | Farmington | NY | 12/2019 | 02/2022 |
| Equitable Advisors, Llc. | New York | NY | 08/2025 | Present |
1. Trustee for Immediate Family Trust 2. Power of Attorney for Immediate Family Trust 3. Medical POA for Immediate Family Trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
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