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John Patrick Morrissey

Equitable Advisors, LLC

Melville, NY

CRD 7484802

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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
TX RA APPROVED 2023-09-19
NY RA APPROVED 2022-05-25
  • TX RA
    APPROVED
    Since 2023-09-19
  • NY RA
    APPROVED
    Since 2022-05-25

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • 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
Equitable Advisors, Llc New York NY 01/2022 Present
Del Vino Vineyards Northport NY 10/2021 03/2022
Unemployed Islip NY 09/2021 09/2021
Binghamton University Binghamton NY 08/2017 05/2021
Americano Pie Bar Islip NY 12/2019 08/2021
Whitsons Food Corporation Islandia NY 05/2020 08/2020
Maple Ave Marina Bay Shore NY 06/2016 08/2020
Nussbaum Berg Klein & Wolpow Melville NY 06/2019 08/2019
Islip High School Islip NY 09/2013 06/2017
  • 01/2022 → Present
    Equitable Advisors, Llc
    New York, NY
  • 10/2021 → 03/2022
    Del Vino Vineyards
    Northport, NY
  • 09/2021 → 09/2021
    Unemployed
    Islip, NY
  • 08/2017 → 05/2021
    Binghamton University
    Binghamton, NY
  • 12/2019 → 08/2021
    Americano Pie Bar
    Islip, NY
  • 05/2020 → 08/2020
    Whitsons Food Corporation
    Islandia, NY
  • 06/2016 → 08/2020
    Maple Ave Marina
    Bay Shore, NY
  • 06/2019 → 08/2019
    Nussbaum Berg Klein & Wolpow
    Melville, NY
  • 09/2013 → 06/2017
    Islip High School
    Islip, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-20
  • S66 Uniform Combined State Law Examination
    2022-05-20
Other Names
  • Jack Morrissey

View on SEC IAPD

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