Gary Lewis Bernard

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

Authority	Category	Status	Date
FL	RA	APPROVED	2011-11-21

FL RA
APPROVED

Since 2011-11-21

Branch Locations

Clearwater, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	02/2010	06/2020
Equitable Advisors, Llc	New York	NY	02/2010	Present

02/2010 → 06/2020

Axa Advisors, Llc

New York, NY
02/2010 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

1987-04-03 → 2005-10-20

Ameriprise Financial Services, Llc

Clearwater, FL

Other Businesses

Seville Condominium 3, Inc. 1009 Pearce Drive Clearwater, Florida 33764, President/Principal executive officer, supervise and control all of the business and affairs of the condo association. This includes presiding over all members and board of director meetings.03/30/2026, 10HRs/MO. Not investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-12
S65	Uniform Investment Adviser Law Examination	1992-07-22
S63	Uniform Securities Agent State Law Examination	1986-12-16

S66 Uniform Combined State Law Examination

2010-03-12
S65 Uniform Investment Adviser Law Examination

1992-07-22
S63 Uniform Securities Agent State Law Examination

1986-12-16

View on SEC IAPD