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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
| WA | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Coupeville | WA | 08/2022 | 08/2026 |
| Useless Bay Golf And Country Club | Langley | WA | 12/2016 | 09/2017 |
| N/A | Coupeville | WA | 10/2017 | 07/2022 |
| N/A | Coupeville | WA | 04/2015 | 12/2016 |
| Equitable Advisors, Llc | Coupeville | WA | 08/2026 | Present |
1. State of Washington - Department of Licensing; 1125 Washington Street, SE Olympia WA 98504; Licensing for the State of Washington; Notary Public - Washington State; 11/03/2022; 2:00hr/year; Not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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