Kurt Albert Lenz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

NAME OF ENTITY: BLESSED 4 SHORE 273 WHITES POINT COROLLA, NC 27927 POSITION: JOINT OWNER WITH BROTHER AND SISTER IN LAWS FOR VACATION/RENTAL PROPERTY DESCRIPTION OF ROLES & RESPONSABILITIES: HIRING CONTRACTORS FOR UPKEEP OF PROPERTY. # OF HOURS PER MONTH: 2 AVERAGE MONTHLY COMPENSATION: 0 NON-INVESTMENT RELATED NON-Equitable NETWORK APPOINTMENT - JACKSON NATIONAL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-09
• S63 Uniform Securities Agent State Law Examination
  1986-07-23