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Isobel Congdon

Equitable Advisors, LLC

Wellesley, MA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-04-23
  • RI RA
    APPROVED
    Since 2026-04-23

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Unemployed Allston MA 05/2025 11/2025
Boston College Chestnut Hill MA 08/2021 05/2025
Inkerman Nantucket MA 05/2024 08/2024
Annie And The Tees Nantucket MA 06/2017 08/2023
Nantucket High School Nantucket MA 09/2017 07/2021
Nantucket New School Nantucket MA 09/2014 08/2017
Equitable Advisors, Llc New York NY 11/2025 Present
  • 05/2025 → 11/2025
    Unemployed
    Allston, MA
  • 08/2021 → 05/2025
    Boston College
    Chestnut Hill, MA
  • 05/2024 → 08/2024
    Inkerman
    Nantucket, MA
  • 06/2017 → 08/2023
    Annie And The Tees
    Nantucket, MA
  • 09/2017 → 07/2021
    Nantucket High School
    Nantucket, MA
  • 09/2014 → 08/2017
    Nantucket New School
    Nantucket, MA
  • 11/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-14
  • S66 Uniform Combined State Law Examination
    2025-11-14

View on SEC IAPD

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Other Investors

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CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
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ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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