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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
PA RA APPROVED 2026-04-23
  • PA RA
    APPROVED
    Since 2026-04-23

Branch Locations

Glenside, PA • United States

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • 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
Mml Investor Services Newtown Square PA 04/2017 04/2021
Massachusetts Mutual Life Insurance Company Newtown Square PA 04/2017 04/2021
St Joseph's University Philadelphia PA 08/2014 12/2016
Duke's Lacrosse Philadelphia PA 01/2014 Present
Lpl Financial Willow Grove PA 04/2021 06/2023
Academy Of The New Church Secondary Schools Bryn Athyn PA 03/2019 01/2025
Equitable Advisors, Llc New York NY 06/2023 Present
Equitable Philadelphia PA 06/2023 Present
  • 04/2017 → 04/2021
    Mml Investor Services
    Newtown Square, PA
  • 04/2017 → 04/2021
    Massachusetts Mutual Life Insurance Company
    Newtown Square, PA
  • 08/2014 → 12/2016
    St Joseph's University
    Philadelphia, PA
  • 01/2014 → Present
    Duke's Lacrosse
    Philadelphia, PA
  • 04/2021 → 06/2023
    Lpl Financial
    Willow Grove, PA
  • 03/2019 → 01/2025
    Academy Of The New Church Secondary Schools
    Bryn Athyn, PA
  • 06/2023 → Present
    New York, NY
  • 06/2023 → Present
    Equitable
    Philadelphia, PA
Previous Registrations
Other Businesses

1) 06/2015 - OTHER- COACH: DUKE'S LACROSSE CLUB - YOUTH SPORTS, LLC - NOT INVESTMENT RELATED - BRYN ATHYN, PA 19009, 2 hours/month, Average Monthly Compensation: $400

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-26
  • S66 Uniform Combined State Law Examination
    2017-08-26
Other Names
  • Kevin R Forster
  • Kevin Ronald Forster

View on SEC IAPD

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