Lukas Anthony Gately

Equitable Advisors, LLC

CRD 7586479

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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

Authority	Category	Status	Date
CO	RA	APPROVED	2023-08-08

CO RA
APPROVED

Since 2023-08-08

Branch Locations

Berthoud, CO • 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
Chris Happel & Associates	Carmel	IN	06/2021	08/2021
Equitable Advisors, Llc	New York	NY	06/2022	Present
Loveland Sports Day Camp	Loveland	CO	05/2017	08/2019
Denison University	Granville	OH	08/2018	05/2022
Berthoud High School	Berthoud	CO	08/2014	05/2018
Doordash	Berthoud	CO	06/2022	09/2022

06/2021 → 08/2021

Chris Happel & Associates

Carmel, IN
06/2022 → Present

Equitable Advisors, Llc

New York, NY
05/2017 → 08/2019

Loveland Sports Day Camp

Loveland, CO
08/2018 → 05/2022

Denison University

Granville, OH
08/2014 → 05/2018

Berthoud High School

Berthoud, CO
06/2022 → 09/2022

Doordash

Berthoud, CO

Other Businesses

EXECUTOR OF FATHER'S TRUST

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-03

S66 Uniform Combined State Law Examination

2023-08-03

Other Names

Lukas Gately

View on SEC IAPD

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