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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 2026-05-20
  • NY RA
    APPROVED
    Since 2026-05-20

Branch Locations

New York, NY • 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
Unemployed New York NY 09/2025 05/2026
Lifetime Squash Wayne PA 06/2025 08/2025
Tufts University Medford MA 09/2021 05/2025
Innerlight Marketing Woburn MA 06/2023 08/2023
Pottstown Ambulatory Center Pottstown PA 05/2024 07/2024
Lifetime Squash Wayne PA 06/2022 08/2022
Unemployed New York NY 06/2021 08/2021
The Baldwin School Bryn Mawr PA 04/2016 05/2021
Equitable Advisors, Llc. New York NY 05/2026 Present
  • 09/2025 → 05/2026
    Unemployed
    New York, NY
  • 06/2025 → 08/2025
    Lifetime Squash
    Wayne, PA
  • 09/2021 → 05/2025
    Tufts University
    Medford, MA
  • 06/2023 → 08/2023
    Innerlight Marketing
    Woburn, MA
  • 05/2024 → 07/2024
    Pottstown Ambulatory Center
    Pottstown, PA
  • 06/2022 → 08/2022
    Lifetime Squash
    Wayne, PA
  • 06/2021 → 08/2021
    Unemployed
    New York, NY
  • 04/2016 → 05/2021
    The Baldwin School
    Bryn Mawr, PA
  • 05/2026 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-29
  • S66 Uniform Combined State Law Examination
    2026-01-29

View on SEC IAPD

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