Chad Samuel Elias

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

• 09/2005 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2005 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. ADMINISTRATOR OF DECEASED BROTHER'S ESTATE - ALBERT G. ELIAS; 4230 MUNGER AVE, SUITE C, DALLAS, TX 75204; START DATE 4/1/2013; APPROXIMATELY 10 HOURS PER MONTH. 2. ELIAS SPORTS GROUP; 3611 TILFORD CIRCLE, MONROE, LA 71201; SET UP TO RECEIVE RESIDUAL COMMISSIONS FROM DECEASED BROTHER'S COMPANY, REGISTERED REPRESENTATIVE OF ELIAS SPORTS GROUP TO OVERSEE RESIDUAL COMMISSIONS, START DATE 10/23/2014; APPROXIMATELY 1 HOUR PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-08

Other Names

• Chad Elias