Marisa Leah Dilorenzo Davidson

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-12-15
WA	RA	APPROVED	2010-04-21

TX RA
APPROVED_RES

Since 2017-12-15
WA RA
APPROVED

Since 2010-04-21

Branch Locations

Renton, WA • United States

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	11/2009	06/2020
Equitable Advisors, Llc	New York	NY	11/2009	Present

11/2009 → 06/2020

Axa Advisors, Llc

New York, NY
11/2009 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

Board Treasurer for The Redemption Church, 14522 260th Ave SE Issaquah, WA 98027. Role would include attending leadership meetings. approx. 4 hrs. a month, no comp. Renton FP with Stewart Financial Group DBA, www.stewartfinancialgroup.com, marisa@stewartfinancialgroup.com.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-04-20
S63	Uniform Securities Agent State Law Examination	2006-05-24

S66 Uniform Combined State Law Examination

2010-04-20
S63 Uniform Securities Agent State Law Examination

2006-05-24

Other Names

Marisa Leah Dilorenzo Salazar
Marisa Leah Dilorenzo
Marisa Leah Erskine
Marisa Leah Dilorenzo

View on SEC IAPD