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Kyle Bradford Lynch

Equitable Advisors, LLC

Sylvania, OH

CRD 6228333

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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
OH RA APPROVED 2024-02-02
TX RA APPROVED 2015-03-11
  • OH RA
    APPROVED
    Since 2024-02-02
  • TX RA
    APPROVED
    Since 2015-03-11

Branch Locations

Sylvania, OH • 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 10/2013 06/2020
David Means Dallas TX 04/2017 Present
Equitable Advisors, Llc New York NY 10/2013 Present
  • 10/2013 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2017 → Present
    David Means
    Dallas, TX
  • 10/2013 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Provided through Equitable Network | Sales of life settlements

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-06
S63 Uniform Securities Agent State Law Examination 2013-12-20
  • S65 Uniform Investment Adviser Law Examination
    2015-03-06
  • S63 Uniform Securities Agent State Law Examination
    2013-12-20
Other Names
  • Kyle Lynch

View on SEC IAPD

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