Teresa Lynn Young

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

• 03/2016 → 08/2017
  Unemployed
  Port Washington, NY
• 08/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2017 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Alto Florida Equities, Managing Member, 4331 Bay Beach Lane For Myers, FL 33931, started 3/1/2005; Port Washington Chamber of Commerce, 329 Main Street Port Washington, NY 11050, Board Member, started 7/1/23, 2hr/mo.; St. Peter of Alcantara, 1327 Port Washington Blvd, Port Washington, NY, 11050, Substitute Religious Education Teacher, 2hrs per/mo.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-17
• S63 Uniform Securities Agent State Law Examination
  1995-05-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Teresa Altebrando
• Teresa Young
• Teresa Lynn Young
• Teresa L Young