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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-09 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 12/2012 | 02/2017 |
| Citigroup | New York | NY | 01/2017 | 07/2024 |
| Equitable Advisors, Llc | New York | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-27 |
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