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Jeremy Michael Klomberg

Equitable Advisors, LLC

New York, NY

CRD 7641879

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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 2025-08-07
NY RA APPROVED 2024-07-12
  • TX RA
    APPROVED
    Since 2025-08-07
  • NY RA
    APPROVED
    Since 2024-07-12

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 09/2022 Present
Confetti Ristorante And Vinoteca Piermont NY 06/2017 12/2021
Suny College At Oneonta Oneonta NY 09/2021 05/2022
Tappan Zee High School Orangeburg NY 09/2013 06/2017
Unemployed Blauvelt NY 05/2022 09/2022
Rockland Community College Suffern NY 09/2017 05/2021
  • 09/2022 → Present
    New York, NY
  • 06/2017 → 12/2021
    Confetti Ristorante And Vinoteca
    Piermont, NY
  • 09/2021 → 05/2022
    Suny College At Oneonta
    Oneonta, NY
  • 09/2013 → 06/2017
    Tappan Zee High School
    Orangeburg, NY
  • 05/2022 → 09/2022
    Unemployed
    Blauvelt, NY
  • 09/2017 → 05/2021
    Rockland Community College
    Suffern, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-11
S63 Uniform Securities Agent State Law Examination 2023-04-08
  • S66 Uniform Combined State Law Examination
    2024-07-11
  • S63 Uniform Securities Agent State Law Examination
    2023-04-08
Other Names
  • Jeremy Michael Klomberg
  • Jeremy Klomberg

View on SEC IAPD

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