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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 | 1999-02-27 |
Branch Locations
275 Battery Street Suite 700, San Francisco, CA 94111 • 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) MEMBER OF GREAT CHEFS AND WINERIES. PARTICIAPTE IN ANNUTAL FUNDRAISER FOR LIFEHOUSE AGENCY WHICH SERVES THE DEVELOPMENTALLY DISABLED IN THE COMMUNITY. SMITH RANCH RD SAN RAFEL CA. START 01/30/2010. 2) MEMBER OF PLANNED GIVING COMMUNITY AT TEMPLE RODEF SHALOM. 170 N SAN PEDRO RD SAN RAFEL CA 94103. STRATGIZE WITH DEVELOPMENT DIRECTOR FUND LONG TERM CHARTIBALE PLANNING STRATEGIES. START 10/01/2010. 3. Trustee of immediate family trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-18 |
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