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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-05 |
Branch Locations
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
San Rafael, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Classic Auto Group | Mentor | OH | 07/2004 | 10/2016 |
| J.P. Morgan Securities Llc | San Rafael | CA | 02/2023 | 04/2025 |
| Unemployed | San Rafael | CA | 10/2016 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | San Rafael | CA | 02/2023 | 04/2025 |
| Unemployed | San Rafael | CA | 05/2025 | 03/2026 |
| Equitable Advisors, Llc | New York | NY | 03/2026 | Present |
Baywood Terrace HOA, San Rafael, CA, Vice President, July 2025 to present, 1 hour per month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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