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Steven Michael South

Equitable Advisors, LLC

Daphne, AL

CRD 5108031

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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
AL RA APPROVED 2021-11-09
  • AL RA
    APPROVED
    Since 2021-11-09

Branch Locations

Daphne, AL • 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
First Cahawba Bank Selma AL 01/2013 12/2017
Dipstop, Inc Selma AL 01/2018 05/2019
Unemployed Selma AL 05/2019 07/2019
Axa Advisors, Llc New York NY 07/2019 06/2020
Equitable Advisors, Llc New York NY 07/2019 Present
  • 01/2013 → 12/2017
    First Cahawba Bank
    Selma, AL
  • 01/2018 → 05/2019
    Dipstop, Inc
    Selma, AL
  • 05/2019 → 07/2019
    Unemployed
    Selma, AL
  • 07/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2019 → Present
    New York, NY
Other Businesses

SELMA AREA FOOD BANK, 101 CRAIG INDUSTRIAL PARK, AVE C, SELMA, AL 36701, NON PROFIT FOOD PERVISIONS FOR POOR- NON PAID ADVISORY BOARD MEMBER, 10/2017, REVIEW OPERATIONAL POLICIES, PROCEDURES AND FINACIAL RECORDS, NON INVESTMENT RELATED, 1HR. PER MONTH. Realty Benefit Services 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Associate, Sales of tax account program for which Realty Benefits Services collects the administration fee. 08/25/2025, 10 HRS/MO.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-04
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S66 Uniform Combined State Law Examination
    2021-11-04
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20

View on SEC IAPD

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