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Robert Winder

Equitable Advisors, LLC

Concord, CA

San Francisco, CA

CRD 7602181

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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
CA RA APPROVED 2022-11-23
  • CA RA
    APPROVED
    Since 2022-11-23

Branch Locations

Concord, CA • United States

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Heroes Bar And Grill Fullerton CA 12/2018 09/2021
B&K Painting Boise ID 05/2018 07/2022
California State University Chico Chico CA 08/2014 05/2018
  • 07/2022 → Present
    Equitable Advisors, Llc
    New York, NY
  • 12/2018 → 09/2021
    Heroes Bar And Grill
    Fullerton, CA
  • 05/2018 → 07/2022
    B&K Painting
    Boise, ID
  • 08/2014 → 05/2018
    California State University Chico
    Chico, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30

View on SEC IAPD

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