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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 | 2026-08-06 |
| PA | RA | APPROVED | 2025-02-13 |
Branch Locations
Newtown Square, PA • United States
15 E Ridge Pike, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Radnor | PA | 01/2017 | 01/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Radnor | PA | 01/2017 | 01/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2014 | 01/2017 |
| Equitable Advisors, Llc | New York | NY | 02/2025 | Present |
1)ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA OF WIFE'S IRA BROKERAGE ACCOUNT WITH VANGUARD 2) GWILLCOX@FFREMAIL.COM AND WWW.FFRPRO.COM;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-13 |
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