Best Investors Account Sign in

Adam Christopher Nielsen

Equitable Advisors, LLC

New York, NY

Bronxville, NY

CRD 5708666

Claim This Profile
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 2021-09-10
NY RA APPROVED 2021-04-12
  • TX RA
    APPROVED_RES
    Since 2021-09-10
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States

Bronxville, NY • 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
Hunt Club Advisors, Llc Virginia Beach VA 12/2014 10/2017
Unemployed New York NY 10/2017 01/2018
Axa Advisors, Llc. New York NY 01/2018 06/2020
Equitable Advisors, Llc New York NY 01/2018 Present
  • 12/2014 → 10/2017
    Hunt Club Advisors, Llc
    Virginia Beach, VA
  • 10/2017 → 01/2018
    Unemployed
    New York, NY
  • 01/2018 → 06/2020
    Axa Advisors, Llc.
    New York, NY
  • 01/2018 → Present
    New York, NY
Previous Registrations
  • 2016-03-14 → 2016-12-31
    Hunt Club Advisors, Llc
    Virginia Beach, VA
Other Businesses

1) Owner of Real Estate Investment Property NYC 2) Trustee for Immediate family member (Aunt) 3) 07/20/26 DBA HighPath Advisors, LLC 8 Prescott Square Bronxville, NY 10708 Managing Partner.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-17
S65 Uniform Investment Adviser Law Examination 2016-04-04
S63 Uniform Securities Agent State Law Examination 2009-11-20
  • S66 Uniform Combined State Law Examination
    2018-01-17
  • S65 Uniform Investment Adviser Law Examination
    2016-04-04
  • S63 Uniform Securities Agent State Law Examination
    2009-11-20

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor