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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-23 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-26 |
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