Best Investors Account Sign in

Delawar Roashan

Equitable Advisors, LLC

New York, NY

San Diego, CA

CRD 6311502

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
NY RA APPROVED 2026-04-09
CA RA APPROVED 2025-01-27
  • NY RA
    APPROVED
    Since 2026-04-09
  • CA RA
    APPROVED
    Since 2025-01-27

Branch Locations

1345 Avenue Of The Americas 3Rd Fl, New York, NY 10105 • United States

San Diego, CA • 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
Cuso Financial Services, Lp San Diego CA 09/2015 10/2020
Equitable Charlotte NC 11/2020 Present
Equitable Advisors Llc New York NY 11/2020 Present
  • 09/2015 → 10/2020
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2020 → Present
    Equitable
    Charlotte, NC
  • 11/2020 → Present
    Equitable Advisors Llc
    New York, NY
Previous Registrations
  • 2015-09-08 → 2020-11-02
    Cuso Financial Services, L.P.
    San Diego, CA
  • 2016-01-15 → 2020-11-02
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 2014-07-18 → 2015-09-11
    Equitable Advisors, Llc
    San Diego, CA
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-25
  • S66 Uniform Combined State Law Examination
    2014-06-25

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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