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Rhonda Lynne Fraction

Equitable Advisors, LLC

Macungie, PA

Saddle Brook, NJ

CRD 2515273

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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
PA RA APPROVED 2024-10-10
NJ RA APPROVED 2024-07-19
  • PA RA
    APPROVED
    Since 2024-10-10
  • NJ RA
    APPROVED
    Since 2024-07-19

Branch Locations

Macungie, PA • United States

250 Pehle Avenue Suite 300 - Park 80 W Plaza 2, Saddle Brook, NJ 07663 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carver Bank New York NY 01/2017 06/2019
Unemployed New York NY 07/2019 10/2021
Pride Technologies Llc New York NY 10/2021 07/2022
Unemployed New York NY 07/2022 08/2022
Pride Technologies Llc New York NY 09/2022 08/2023
Morgan Stanley Purchase NY 08/2023 01/2024
Unemployed New York NY 01/2024 04/2024
Equitable Advisors, Llc. Saddle Brook NJ 05/2024 Present
Unemployed Macungie PA 07/2014 01/2017
Sonny's Foundation Rumble Boxing Morristown NJ 03/2024 Present
Orangetheory Fitness Allentown PA 03/2019 Present
  • 01/2017 → 06/2019
    Carver Bank
    New York, NY
  • 07/2019 → 10/2021
    Unemployed
    New York, NY
  • 10/2021 → 07/2022
    Pride Technologies Llc
    New York, NY
  • 07/2022 → 08/2022
    Unemployed
    New York, NY
  • 09/2022 → 08/2023
    Pride Technologies Llc
    New York, NY
  • 08/2023 → 01/2024
    Morgan Stanley
    Purchase, NY
  • 01/2024 → 04/2024
    Unemployed
    New York, NY
  • 05/2024 → Present
    Saddle Brook, NJ
  • 07/2014 → 01/2017
    Unemployed
    Macungie, PA
  • 03/2024 → Present
    Sonny's Foundation Rumble Boxing
    Morristown, NJ
  • 03/2019 → Present
    Orangetheory Fitness
    Allentown, PA
Other Businesses

OrangetheoryFitness Coach Not investment related4713 Tilghman St. Allentown, PA. 4 hours a week; Sonny's Foundation Rumble BoxingInstructorNot Investment related2.5 hours a week.89 Morris Street Morristown, NJ.; DBA: Master Street Wealth Management, LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-16
S63 Uniform Securities Agent State Law Examination 1994-10-11
  • S66 Uniform Combined State Law Examination
    2024-07-16
  • S63 Uniform Securities Agent State Law Examination
    1994-10-11
Other Names
  • Rhonda Lynne Greene
  • Rhonda Lynne Fraction
  • Rhonda Fraction

View on SEC IAPD

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