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Evan John Mcglone

Equitable Advisors, LLC

New York, NY

CRD 7599988

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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 2022-11-22
NY RA APPROVED 2022-11-08
  • TX RA
    APPROVED
    Since 2022-11-22
  • NY RA
    APPROVED
    Since 2022-11-08

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Nike Factory Store Deer Park NY 11/2019 01/2020
St. John's University Jamaica NY 09/2018 05/2022
Patchogue-Medford High School Medford NY 09/2014 08/2018
Davis Park Ferry Company Patchogue NY 05/2016 08/2019
Unemployed Patchogue NY 06/2022 07/2022
  • 07/2022 → Present
    New York, NY
  • 11/2019 → 01/2020
    Nike Factory Store
    Deer Park, NY
  • 09/2018 → 05/2022
    St. John's University
    Jamaica, NY
  • 09/2014 → 08/2018
    Patchogue-Medford High School
    Medford, NY
  • 05/2016 → 08/2019
    Davis Park Ferry Company
    Patchogue, NY
  • 06/2022 → 07/2022
    Unemployed
    Patchogue, NY
Other Businesses

1) Executor for Grandmother, Family Member: Yes. 2) Executor for Immediate Family Member, Aunt.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-02
  • S66 Uniform Combined State Law Examination
    2022-11-02
Other Names
  • Evan John Mcglone
  • Evan Mcglone

View on SEC IAPD

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