Julia Ariella Yeroushalmi

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

• 05/2024 → 08/2024
  A1 Universal Construction Realty
  Great Neck, NY
• 09/2021 → 05/2025
  Boston University
  Boston, MA
• 09/2017 → 06/2021
  John L Miller North High School
  Great Neck, NY
• 09/2014 → 06/2017
  Richard S. Sherman Great Neck North Middle School
  Great Neck, NY
• 06/2025 → 01/2026
  Unemployed
  Great Neck, NY
• 01/2026 → Present
  Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-14