Yonatan Wachspress

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
NY	RA	APPROVED	2021-04-12
TX	RA	APPROVED	2015-11-12

NY RA
APPROVED

Since 2021-04-12
TX RA
APPROVED

Since 2015-11-12

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • United States

West Hempstead, NY • 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	09/2014	06/2020
Equitable Advisors, Llc	New York	NY	09/2014	Present

09/2014 → 06/2020

Axa Advisors, Llc.

New York, NY
09/2014 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

DBA Blue Cove Capital; WB TERA ENTERPRISES LLC; Beis Torah U'Tefillah Synagogue, Board Member, 401 Hempstead Ave West Hempstead, NY 11552, started 11/1/23, 10hr/mo.; Mawa RE 1 LLC, llc used for purchasing family residential properties; CS 2811 Ave P LLC, 2811 Ave P Brooklyn, NY 11229, Rental Property; Mawa Capital LLC, 111 Huntington Rd, Port Washington, NY, Owner of LLC, used for payroll;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-09
S63	Uniform Securities Agent State Law Examination	2014-10-08

S65 Uniform Investment Adviser Law Examination

2015-06-09
S63 Uniform Securities Agent State Law Examination

2014-10-08

View on SEC IAPD