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Donna Marie Delgado

Equitable Advisors, LLC

Spring Lake, NJ

CRD 5015344

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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
NJ RA APPROVED 2009-02-04
  • NJ RA
    APPROVED
    Since 2009-02-04

Branch Locations

Spring Lake, NJ • 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
Axa Advisors Llc New York NY 03/2008 06/2020
Equitable Advisors, Llc New York NY 03/2008 Present
Other Businesses

OUTSIDE INSURANCE Landlord- Belmar NJ 07719

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-19
  • S66 Uniform Combined State Law Examination
    2008-06-19

View on SEC IAPD

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