Thomas Cullen Lovett

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Choices Family Resource Center 501(c)3, 312 S Lake Avenue Avon Park, FL 33825, Board Member-Treasurer, Idea sharing for the successful operation of the mission, 08/06/2024, 2HRS/MO. Not investment Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-20
• S63 Uniform Securities Agent State Law Examination
  1995-06-08

Other Names

• Tommy Lovett
• Thomas C Lovett