Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-26 |
| NC | RA | APPROVED | 2019-03-13 |
Branch Locations
Dawsonville, GA • United States
8501 Ibm Drive Suite 150 (Mw-15), Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2016 | 02/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2016 | 02/2019 |
| Axa Advisors | New York | NY | 03/2019 | 06/2020 |
| Axa Equitable | Charlotte | NC | 03/2019 | 06/2020 |
| Equitable | Charlotte | NC | 03/2019 | Present |
| Equitable Advisors, Llc | New York | NY | 03/2019 | Present |
| Stifel Independent Advisors, Llc | Dawsonville | GA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-16 |
Reach out to this advisor