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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
NY RA APPROVED 2026-05-07
  • NY RA
    APPROVED
    Since 2026-05-07

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • United States

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
Bentley University New York NY 08/2014 05/2018
Travelers Insurance Inc. Braintree MA 06/2017 08/2017
Village Physical Therapy Northport NY 07/2018 03/2019
Warburg Pincus Llc New York NY 03/2019 04/2022
Unemployment East Northport NY 04/2022 09/2022
Institutional Capital Network, Inc. New York NY 09/2022 04/2026
Icapital Markets Llc New York NY 01/2026 04/2026
Equitable Advisors, Llc New York NY 05/2026 Present
  • 08/2014 → 05/2018
    Bentley University
    New York, NY
  • 06/2017 → 08/2017
    Travelers Insurance Inc.
    Braintree, MA
  • 07/2018 → 03/2019
    Village Physical Therapy
    Northport, NY
  • 03/2019 → 04/2022
    Warburg Pincus Llc
    New York, NY
  • 04/2022 → 09/2022
    Unemployment
    East Northport, NY
  • 09/2022 → 04/2026
    Institutional Capital Network, Inc.
    New York, NY
  • 01/2026 → 04/2026
    Icapital Markets Llc
    New York, NY
  • 05/2026 → Present
    New York, NY
Other Businesses

1) Trustee of Mother: Jo-Anne Sydney Irrevocable Life Insurance 4.27.2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-28
  • S66 Uniform Combined State Law Examination
    2026-03-28

View on SEC IAPD

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