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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-22 |
Branch Locations
Kings Mountain, NC • United States
7207 Ibm Drive 2Nd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 11/2015 | 11/2023 |
| Lpl Financial Llc | Loxahatchee | FL | 11/2023 | 08/2025 |
| Gladstone Wealth Partners | Fort Mill | SC | 01/2024 | 08/2025 |
| Equitable Distributors, Llc | Charlotte | NC | 08/2025 | Present |
| Equitable Advisors, Llc | Charlotte | NC | 09/2025 | Present |
| Equitable | Charlotte | NC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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