Best Investors Account Sign in

Lynn Anne Beal

Equitable Advisors, LLC

Austin, TX

Toms River, NJ

Woodbridge, NJ

CRD 4978085

Claim This Profile
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
NJ RA APPROVED 2021-07-05
TX RA APPROVED 2021-06-21
  • NJ RA
    APPROVED
    Since 2021-07-05
  • TX RA
    APPROVED
    Since 2021-06-21

Branch Locations

Austin, TX • United States

1433 Hooper Ave Suite 339, Toms River, NJ 08753 • United States

90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • 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
Axa Distributors, Llc Jersey City NJ 04/2014 06/2020
Axa Advisors Llc New York NY 10/2016 06/2020
Equitable Advisors, Llc New York NY 10/2016 Present
  • 04/2014 → 06/2020
    Axa Distributors, Llc
    Jersey City, NJ
  • 10/2016 → 06/2020
    Axa Advisors Llc
    New York, NY
  • 10/2016 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

VARIOUS OUTSIDE INSURANCE/BROKERAGE CONTRACTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-18
S63 Uniform Securities Agent State Law Examination 2014-06-11
  • S66 Uniform Combined State Law Examination
    2021-06-18
  • S63 Uniform Securities Agent State Law Examination
    2014-06-11
Designations
  • Chartered Financial Consultant
Other Names
  • Lynn Surridge
  • Lynn Anne Sarkis
  • Lynn Anne Surridge

View on SEC IAPD

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor