David A. Means

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

• 01/2009 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2009 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. TANYA BOYD; 2611 N. BELTLINE RD, #129, SUNNYVALE, TX 75182; HEALTH/VISION; START 5/1/2009; APPROX 1 HOUR/MONTH. 2. ESCALANTE GOLF; 2930 BLEDSOE ST, FORT WORTH, TX 76107; INVESTOR; START 4/1/2022; 0 HOURS. 3. SCOTT RICHARDSON IZALE FINANCIAL GROUP; 2400 BIG TIMBER RD, SUITE 103A, ELGIN, IL; AGENT; START 1/22/2018; APPROX 1 HOUR/MONTH. 4. ASHAR GROUP; 1800 PEMBROOK DR, STE 240, ORLANDO, FL 32810; LIFE SETTLEMENT BROKER; START 12/31/2018. 5. CG; 114 N MOPAC EXPY, AUSTIN, TX 78759; PASSIVE INVESTOR; START 3/31/2023; 0 HOURS. 6. LION STREET AFFILIATES; CONSULTANT - FIXED LIFE AND ANNUITY BUSINESS; START 4/2025; APPROX 10 HOURS/MONTH. 7. OAKMONT GROUP; LIFE SETTLEMENTS; START 12/2022. 8. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-09

Other Names

• Scooter A. Means