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Nicholas Gabriel Morales

Equitable Advisors, LLC

Deerfield Beach, FL

Boca Raton, FL

CRD 7502054

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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_RES 2025-09-17
FL RA APPROVED 2023-04-28
  • TX RA
    APPROVED_RES
    Since 2025-09-17
  • FL RA
    APPROVED
    Since 2023-04-28

Branch Locations

Deerfield Beach, FL • United States

2255 Glades Road Suite 412E, Boca Raton, FL 33431 • 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
Florida State Career Center Tallahassee FL 08/2018 01/2019
Dick's Sporting Goods Sunrise FL 05/2019 08/2019
Yard House Sunrise FL 06/2021 06/2022
Archbishop Mccarthy High School Southwest Ranches FL 08/2013 06/2017
Florida State University Tallahassee FL 08/2017 08/2021
  • 02/2022 → Present
    Equitable Advisors Llc
    New York, NY
  • 08/2018 → 01/2019
    Florida State Career Center
    Tallahassee, FL
  • 05/2019 → 08/2019
    Dick's Sporting Goods
    Sunrise, FL
  • 06/2021 → 06/2022
    Yard House
    Sunrise, FL
  • 08/2013 → 06/2017
    Archbishop Mccarthy High School
    Southwest Ranches, FL
  • 08/2017 → 08/2021
    Florida State University
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-26
  • S66 Uniform Combined State Law Examination
    2023-04-26
Other Names
  • Nicholas Morales
  • Nicholas Morales

View on SEC IAPD

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