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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-15 |
Branch Locations
400 W. Wilson Bridge Rd. Suite 305, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Graham/Charles School | Columbus | OH | 08/2014 | 08/2025 |
| The Ohio State University | Columbus | OH | 08/2017 | 05/2022 |
| Uber | Groveport | OH | 02/2019 | 07/2019 |
| Bird | Columbus | OH | 07/2018 | 09/2018 |
| Heritage Golf Club/Club Corp Financial | Milliard | OH | 06/2014 | 08/2019 |
| Pnt Education | Groveport | OH | 01/2015 | 12/2019 |
| Lyft | Columbus | OH | 01/2019 | 02/2019 |
| The Columbus Academy | Gahanna | OH | 06/2024 | 07/2025 |
| The Wellington School | Columbus | OH | 08/2017 | 08/2018 |
| Equitable Advisors, Llc. | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-14 |
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