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Fernando M. Vidal-Otero

Equitable Advisors, LLC

Land O' Lakes, FL

Tampa, FL

CRD 5659890

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-23
FL RA APPROVED 2018-07-12
  • TX RA
    APPROVED_RES
    Since 2020-01-23
  • FL RA
    APPROVED
    Since 2018-07-12

Branch Locations

Land O' Lakes, FL • United States

Two Urban Center 4890 W Kennedy Blvd #800, Tampa, FL 33609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 04/2009 06/2020
Equitable Advisors, Llc New York NY 04/2009 Present
Other Businesses

Name: FVOESQ LLC. Role: Member of a Limited Liability Company Role: Administrative Address: 5337 Millenia Lakes Blvd. Ste 405, Orlando, 32839 Start Date: 06/03/2021 Hours: 4 per mo. not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-08
S63 Uniform Securities Agent State Law Examination 2009-10-14
  • S65 Uniform Investment Adviser Law Examination
    2013-03-08
  • S63 Uniform Securities Agent State Law Examination
    2009-10-14

View on SEC IAPD

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