David Patrick Bolduc

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

• 06/2017 → 06/2023
  Lpl Financial Llc
  El Segundo, CA
• 05/1997 → 05/2017
  Bolduc Fitness
  Hermosa Beach, CA
• 10/2023 → 10/2024
  The Prudential Insurance Company Of America
  El Segundo, CA
• 10/2023 → 10/2024
  Pruco Securities Llc
  El Segundo, CA
• 07/2023 → 10/2023
  Self Employed
  Fullerton, CA
• 10/2024 → 11/2024
  Unemployed
  Fullerton, CA
• 12/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2023-11-03 → 2024-10-25
  Pruco Securities, Llc.
  El Segundo, CA
  Orange, CA
  Orange, CA
  Sherman Oaks, CA
• 2018-05-24 → 2023-06-06
  Lpl Financial Llc
  El Segundo, CA
  El Segundo, CA
  El Segundo, CA
  Manhattan Beach, CA
  El Segundo, CA
  El Segundo, CA
  Huntington Beach, CA

Other Businesses

1. Gingerwood HOA - Board Member. Located in: Fullerton, CA. 2. Golden Hills Little League - volunteer baseball coach. Located in: Fullerton, CA.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-22
• S63 Uniform Securities Agent State Law Examination
  1996-06-12

Other Names

• David Bolduc