Joseph Robert Creal

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

APPROVED TO CONDUCT OTHER INSURANCE ACTIVITY WITH COMPANIES OUTSIDE OF Equitable NETWORK. JOSEPH CREAL, AGENT OF GROUP HEALTH AND BENEFIT SALES, FEB 1991, 10 HOURS PER MONTH. PINE LAKE COUNTRY CLUB, BOARD OF DIRECTORS MEMBER, 5 HOURS PER MONTH. MOSAIC CAPITAL GROUP LLC, MEMBER MARKETING COLLECTIVE EFFORTS AND PAYING LLC BILLS, MAY 2019, 160 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-23
• S63 Uniform Securities Agent State Law Examination
  1991-02-15

Other Names

• Joseph R Creal