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Jeffrey Vincent Desmarais

Equitable Advisors, LLC

Plantsville, CT

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-08-03
  • CT RA
    APPROVED
    Since 2021-08-03

Branch Locations

772 South Main Street, Plantsville, CT 06479 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Stratford CT 09/2015 03/2018
Nylife Securities Llc Stratford CT 09/2015 03/2018
Eagle Strategies Llc Stratford CT 12/2015 03/2018
Holistic Financial Strategies, Llc Stratford CT 01/2017 04/2018
Mml Investor Services Stratford CT 04/2018 07/2019
Massachusetts Mutual Life Insurance Company Stratford CT 04/2018 07/2019
The Prudential Insurance Company Of America Shelton CT 07/2019 08/2021
Pruco Securities Llc Shelton CT 07/2019 08/2021
Equitable Advisors Llc New York NY 08/2021 Present
  • 09/2015 → 03/2018
    New York Life Insurance Company
    Stratford, CT
  • 09/2015 → 03/2018
    Nylife Securities Llc
    Stratford, CT
  • 12/2015 → 03/2018
    Stratford, CT
  • 01/2017 → 04/2018
    Holistic Financial Strategies, Llc
    Stratford, CT
  • 04/2018 → 07/2019
    Mml Investor Services
    Stratford, CT
  • 04/2018 → 07/2019
    Massachusetts Mutual Life Insurance Company
    Stratford, CT
  • 07/2019 → 08/2021
    The Prudential Insurance Company Of America
    Shelton, CT
  • 07/2019 → 08/2021
    Shelton, CT
  • 08/2021 → Present
    New York, NY
Previous Registrations
Other Businesses

1) Legion Financial LLC, 772 S Main St Plantsville CT 06479, Managing Member; 2) Refounding Alliance, 294 Neill Dr., Watertown, CT, Executive Director, non investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-27
S63 Uniform Securities Agent State Law Examination 2006-08-25
  • S65 Uniform Investment Adviser Law Examination
    2014-02-27
  • S63 Uniform Securities Agent State Law Examination
    2006-08-25
Other Names
  • Jeffrey V Desmarais

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