Best Investors Account Sign in

Christopher Conklin-Moore

Equitable Advisors, LLC

San Francisco, CA

San Rafael, CA

CRD 7701309

Claim This Profile
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 2025-12-05
  • CA RA
    APPROVED
    Since 2025-12-05

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • United States

San Rafael, CA • 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
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
  • 07/2004 → 10/2016
    Classic Auto Group
    Mentor, OH
  • 02/2023 → 04/2025
    J.P. Morgan Securities Llc
    San Rafael, CA
  • 10/2016 → 02/2023
    Unemployed
    San Rafael, CA
  • 02/2023 → 04/2025
    Jpmorgan Chase Bank, N.A.
    San Rafael, CA
  • 05/2025 → 03/2026
    Unemployed
    San Rafael, CA
  • 03/2026 → Present
    New York, NY
Other Businesses

Baywood Terrace HOA, San Rafael, CA, Vice President, July 2025 to present, 1 hour per month, not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-09
S63 Uniform Securities Agent State Law Examination 2023-04-28
  • S65 Uniform Investment Adviser Law Examination
    2025-10-09
  • S63 Uniform Securities Agent State Law Examination
    2023-04-28
Other Names
  • Christopher L Conklin Moore
  • Chris Moore
  • Christopher Moore
  • Chris Conklin-Moore
  • Chris L Conklin-Moore
  • Christopher Conklin-Moore
  • Chris L Moore
  • Christopher L Moore
  • Christopher Lee Conklin-Moore

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor