Best Investors Account Sign in

Nicolas Adrian Perez

Equitable Advisors, LLC

San Francisco, CA

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-15
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Green Power Network Encino CA 03/2021 08/2022
Student Northridge CA 08/2015 10/2019
Mcdonalds Northridge CA 10/2019 09/2020
Footlocker Canoga Park CA 09/2020 08/2021
Uc Berkeley Berkeley CA 08/2021 05/2025
Hoamsy Chatsworth CA 05/2024 09/2024
Unemployed Chatsworth CA 05/2025 09/2025
Equitable Advisors, Llc New York NY 09/2025 Present
  • 03/2021 → 08/2022
    Green Power Network
    Encino, CA
  • 08/2015 → 10/2019
    Student
    Northridge, CA
  • 10/2019 → 09/2020
    Mcdonalds
    Northridge, CA
  • 09/2020 → 08/2021
    Footlocker
    Canoga Park, CA
  • 08/2021 → 05/2025
    Uc Berkeley
    Berkeley, CA
  • 05/2024 → 09/2024
    Hoamsy
    Chatsworth, CA
  • 05/2025 → 09/2025
    Unemployed
    Chatsworth, CA
  • 09/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-06
  • S66 Uniform Combined State Law Examination
    2025-08-06
Other Names
  • Nicolas Perez

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor