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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 2022-10-11
CT RA APPROVED 2022-08-08
NY RA APPROVED 2022-04-04
  • TX RA
    APPROVED
    Since 2022-10-11
  • CT RA
    APPROVED
    Since 2022-08-08
  • NY RA
    APPROVED
    Since 2022-04-04

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States

Brookfield, CT • 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 02/2022 Present
Cosmopolitan Management Group New York, NY 01/2021 05/2025
Northeast Rush/Ct Rush Lexington MA 09/2021 02/2022
Columbus House Inc New Haven CT 12/2019 03/2020
Cela Realty Derby CT 08/2018 12/2021
Iqvia/Quintilesims, Inc. Danbury CT 05/2017 08/2018
Sacred Heart Univeristy Fairfield CT 08/2014 05/2018
  • 02/2022 → Present
    New York, NY
  • 01/2021 → 05/2025
    Cosmopolitan Management Group
    New York,, NY
  • 09/2021 → 02/2022
    Northeast Rush/Ct Rush
    Lexington, MA
  • 12/2019 → 03/2020
    Columbus House Inc
    New Haven, CT
  • 08/2018 → 12/2021
    Cela Realty
    Derby, CT
  • 05/2017 → 08/2018
    Iqvia/Quintilesims, Inc.
    Danbury, CT
  • 08/2014 → 05/2018
    Sacred Heart Univeristy
    Fairfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-18
  • S66 Uniform Combined State Law Examination
    2021-12-18

View on SEC IAPD

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