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Aidan Miles Levy

Equitable Advisors, LLC

New York, NY

CRD 8182882

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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:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-27
NY RA APPROVED 2025-12-16
  • TX RA
    APPROVED
    Since 2026-08-27
  • NY RA
    APPROVED
    Since 2025-12-16

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Winick Productions New York NY 08/2018 Present
777 Partners New York NY 06/2023 10/2023
Connectwise Tampa FL 05/2022 08/2022
Central Park Zoo New York NY 06/2021 08/2021
Cornell University Ithaca NY 08/2019 05/2024
Bronx High School Of Science Bronx NY 09/2015 06/2019
Equitable Advisors, Llc. New York NY 12/2025 Present
  • 08/2018 → Present
    Winick Productions
    New York, NY
  • 06/2023 → 10/2023
    777 Partners
    New York, NY
  • 05/2022 → 08/2022
    Connectwise
    Tampa, FL
  • 06/2021 → 08/2021
    Central Park Zoo
    New York, NY
  • 08/2019 → 05/2024
    Cornell University
    Ithaca, NY
  • 09/2015 → 06/2019
    Bronx High School Of Science
    Bronx, NY
  • 12/2025 → Present
    Equitable Advisors, Llc.
    New York, NY
Other Businesses

Winick Productions Freelancer 250 W 103rd Street, Ste 4C, New York, NY 10025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-09
  • S66 Uniform Combined State Law Examination
    2025-08-09
Other Names
  • Aidan Miles Levy
  • Aidan Levy

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
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Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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