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Samantha Curtin

Equitable Advisors, LLC

Anaheim Hills, CA

Irvine, CA

CRD 5045451

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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
TX RA APPROVED_RES 2024-11-14
CA RA APPROVED 2006-04-18
  • TX RA
    APPROVED_RES
    Since 2024-11-14
  • CA RA
    APPROVED
    Since 2006-04-18

Branch Locations

Anaheim Hills, CA • United States

2050 Main Street, Suite 500, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 10/2005 06/2020
Equitable Advisors, Llc New York NY 10/2005 Present
Other Businesses

1. OUTSIDE FIXED BUSINESS. 2. TRUSTEE OF IMMEDIATE FAMILY'S TRUST (PARENTS). 3. CO-TRUSTEE OF PERSONAL FAMILY TRUST

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-03
  • S66 Uniform Combined State Law Examination
    2006-03-03
Other Names
  • Sam Meredith
  • Samantha Meredith

View on SEC IAPD

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