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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED | 2025-02-18 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 01/2013 | 02/2025 |
| Notary Public | New York | NY | 05/2013 | 06/2017 |
| Equitable Advisors, Llc | New York | NY | 02/2025 | Present |
1) 02/19/25 UCONN School of Business, Advisory Board Member, Student Managed Investment Fund 2) Sunset Village at Sandpiper Bay Golf & Country Club, c/o CAMS Property Management, 1612 Military Cutoff Road, Suite 340, Wilmington, NC 28403; Homeowner's Association; Position: Board Member/Treasurer; Community Involvement in HOA; Non-Investment Related.3) 02/19/25 Rental Property; Rental Condo, 868 Great Egret Circle SW, Unit 4C, Sunset Beach, NC 28468, Position: Owner, 0-2hrs/wk, Non-Investment Related4) 06/02/25 Copake Lake Conservation Society, a Non Profit organization, Treasurer. Overseeing expenses/donations, help create annual budget for various activities of the society.DBA: Olsen-Shillibeer Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-27 |
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