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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
| TX | RA | APPROVED_RES | 2018-01-31 |
| NJ | RA | APPROVED | 2009-05-22 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
Lodi, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 10/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2008 | Present |
DBA:Trident Wealth Management; Rental Property Owner, started 10/1/23, 4hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-04 |
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