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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_RES | 2024-11-05 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. Homeowner Assoc. Board Member - Pelican Crest HO Association. Start date: 07/01/2021. 3 hr. per month. 2. Trustee for own family trust 3. Trustee of ILIT policy 4. Outside Fixed Business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-25 |
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