James Peter Altebrando

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

• 06/2014 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2014 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

OTHER INS.;HOPE HOUSE MINISTRIES,BOARD OF DIRECTORS,09/03/1988,3HR/MO PSI Real Estate, 12 Researchway, East Setauket, NY 11733, 04/1999 President/Owner of commercial building, 12 Researchway, East Setauket, NY 11733, 1 hr per mo. Hemlock Estate, 8 Hemlock Path, Port Jefferson, NY 11777, President of residential real estate co., 3/20171hr per mo. Inc. Village of Belle Terre, 1 Cliff Rd, Belle Terre, NY 11777, Ethics Committee Board Member, started 6/15/19, review contracts that go out to bid and review the Mayor and Board Members business acivities 1 hr per mo. Gavin Group-Disability Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-25
• S63 Uniform Securities Agent State Law Examination
  2014-05-22