Hardy Tey

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

• 11/2016 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
• 07/2016 → 10/2016
  Unemployed
  Boston, MA
• 05/2017 → 08/2019
  Bank Of America, N.A.
  Burlington, MA
• 08/2019 → 05/2024
  Santander Bank, Na
  Boston, MA
• 08/2019 → 01/2023
  Santander Securities, Llc
  Dorchester, MA
• 01/2023 → 05/2024
  Santander Securities, Llc
  Dorchester, MA
• 05/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2019-09-06 → 2024-06-04
  Santander Securities Llc
  West Newton, MA
  Newtonville, MA
  Abington, MA
  Boston, MA
  Wollaston, MA
  Boston, MA
  Boston, MA
  Brookline, MA
• 2017-02-28 → 2019-08-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
  Winchester, MA
  Winchester, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-02-27
• S63 Uniform Securities Agent State Law Examination
  2005-12-16

Other Names

• Hardy Tey
• Hadi Thesman
• A.J. Hardy Tey