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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-22 |
| VA | RA | APPROVED | 2023-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Lynchburg | VA | 02/2017 | 11/2020 |
| Liberty University School Of Law | Lynchburg | VA | 08/2016 | 12/2016 |
| Afton Mountain Vineyards | Afton | VA | 03/2019 | 12/2019 |
| Liberty University Online | Lynchburg | VA | 08/2018 | Present |
| Bair Foundation | Lynchburg | VA | 06/2020 | 12/2023 |
| Edward Jones | Lynchburg | VA | 01/2021 | 11/2022 |
| Equitable Advisors, Llc | New York | NY | 10/2023 | Present |
| Truist Bank | Lynchburg | VA | 11/2022 | 01/2023 |
| Equitable | Lynchburg | VA | 09/2024 | Present |
1) LIBERTY UNIVERSITY; LYNCHBURG, VA; ADJUNCT ONLINE INSTRUCTOR; TEACH PUBLIC SPEAKING; INCLUDING GRADING ASSIGNEMENTS, SENDING EMAILS, AND PROVIDING FEEDBACK: START DATE: 8/2018, 3 HRS/WK 2) FREEDOM 424; LYNCHBURG, VA; BOARD OF DIRECTORS FOR NON-PROFIT; VOLUNTEERING AND FUNDRAISING; START DATE: 9/2024; 3 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-13 |
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