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Maximiliano Boudreau

Equitable Advisors, LLC

Folsom, CA

CRD 8191235

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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
CA RA APPROVED 2026-03-23
  • CA RA
    APPROVED
    Since 2026-03-23

Branch Locations

81 Blue Ravine Road Suite 100, Folsom, CA 95630 • 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
Hsp Brands San Francisco CA 10/2024 08/2026
Unemployed Goleta CA 10/2023 09/2024
Islands Restaurant Santa Barbara CA 07/2023 09/2023
Unemployed Goleta CA 09/2021 06/2023
Premier Staffing Stockton CA 06/2019 08/2021
City Of Lodi Lodi CA 06/2019 08/2019
Unemployed Lodi CA 11/2015 05/2019
Equitable Advisors, Llc New York NY 03/2026 Present
  • 10/2024 → 08/2026
    Hsp Brands
    San Francisco, CA
  • 10/2023 → 09/2024
    Unemployed
    Goleta, CA
  • 07/2023 → 09/2023
    Islands Restaurant
    Santa Barbara, CA
  • 09/2021 → 06/2023
    Unemployed
    Goleta, CA
  • 06/2019 → 08/2021
    Premier Staffing
    Stockton, CA
  • 06/2019 → 08/2019
    City Of Lodi
    Lodi, CA
  • 11/2015 → 05/2019
    Unemployed
    Lodi, CA
  • 03/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-28
Other Names
  • Max Boudreau

View on SEC IAPD

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