Inactive

Mark Herskovitz

Equilibrium Wealth LLC

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Current Employers

Equilibrium Wealth Llc

Jerusalem • Israel

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-01-14

NJ RA
APPROVED

Since 2026-01-14

Branch Locations

Jerusalem • Israel

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

Organization	City	State	From	To
Bny Mellon Wealth Management	Madison	NJ	01/2014	04/2019
Advisory Services Network	Atlanta	GA	04/2019	01/2021
Equilibrium Wealth Llc	New York	NY	01/2021	Present

01/2014 → 04/2019

Bny Mellon Wealth Management

Madison, NJ
04/2019 → 01/2021

Advisory Services Network

Atlanta, GA
01/2021 → Present

Equilibrium Wealth Llc

New York, NY

Previous Registrations

2019-04-18 → 2020-12-31

Advisory Services Network

Passaic, NJ

Atlanta, GA

New York, NY
2012-12-11 → 2014-01-10

Morgan Stanley

Little Falls, NJ

Paramus, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-15
S66	Uniform Combined State Law Examination	2012-12-09
S63	Uniform Securities Agent State Law Examination	1983-09-06

S65 Uniform Investment Adviser Law Examination

2019-04-15
S66 Uniform Combined State Law Examination

2012-12-09
S63 Uniform Securities Agent State Law Examination

1983-09-06

View on SEC IAPD

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