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Maxx Mitchell

Equitable Advisors, LLC

Lynchburg, VA

CRD 7595565

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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 2026-05-20
VA RA APPROVED 2022-08-31
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • VA RA
    APPROVED
    Since 2022-08-31

Branch Locations

121 Goldenrod Place, Lynchburg, VA 24502 • 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 07/2022 Present
Unemployed Lynchburg VA 05/2022 06/2022
Liberty University Lynchburg VA 05/2018 05/2022
Surf Style Clearwater FL 06/2019 08/2019
Indian Rocks Christian School Largo FL 08/2013 05/2018
Ellenton Ice & Sports Complex Clearwater FL 07/2018 08/2018
Opal Sands Resort Clearwater FL 06/2018 08/2018
  • 07/2022 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2022 → 06/2022
    Unemployed
    Lynchburg, VA
  • 05/2018 → 05/2022
    Liberty University
    Lynchburg, VA
  • 06/2019 → 08/2019
    Surf Style
    Clearwater, FL
  • 08/2013 → 05/2018
    Indian Rocks Christian School
    Largo, FL
  • 07/2018 → 08/2018
    Ellenton Ice & Sports Complex
    Clearwater, FL
  • 06/2018 → 08/2018
    Opal Sands Resort
    Clearwater, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-29
  • S66 Uniform Combined State Law Examination
    2022-08-29

View on SEC IAPD

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