Bryan Jamal Lubitz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → 12/2025
  Unemployed
  Mastic, NY
• 11/2023 → 05/2025
  Instacart
  San Francisco, CA
• 03/2020 → 11/2023
  Suny Cortland
  Cortland, NY
• 09/2019 → 03/2020
  Sobol
  Mastic Beach, NY
• 11/2019 → 02/2020
  American Eagle
  Riverhead, NY
• 09/2016 → 06/2020
  William Floyd High School
  Shirley, NY
• 12/2025 → Present
  Equitable Advisors, Llc.
  New York, NY

Other Businesses

Bryan Lubitz Inc., Mastic, NY; Not investment related; Entity established for tax purposes only, President; Start date: 10/13/2022; 1 hour per month devoted to business; 0 hours during securities trading hours; 2) Approved for True Freedom, LTC/Home Care Plans; Oxford, Health Care; 07/01/2026 Combined Insurance, A Chubb Company 500 Bi-County Blvd, Suite 135N, Farmingdale NY 11735

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-11
• S63 Uniform Securities Agent State Law Examination
  2025-11-15