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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2025-05-12 |
Branch Locations
4 Corporate Plaza Dr Suite 250, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | 05/2025 |
| Allison Financial Group, Inc. | Laguna Beach | CA | 04/2015 | Present |
| Equitable Advisors, Llc | New York | NY | 05/2025 | Present |
1. Allison Financial Group, Inc. - President and Owner. DBA used for both Equitable and outside fixed business. 2. Trustee of personal trust. 3. Trustee of personal inherited trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
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