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Julie Russell Nobile

Equitable Advisors, LLC

Ft Myers, FL

CRD 4853345

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-04
  • FL RA
    APPROVED
    Since 2024-03-04

Branch Locations

Ft Myers, FL • 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
Citizens Securities, Inc Canton OH 03/2016 10/2018
Citizens Bank Canton OH 03/2016 10/2018
Axa Advisors, Llc New York NY 10/2018 06/2020
Angela Anderson Akron OH 10/2018 Present
Equitable Advisors, Llc New York NY 10/2018 Present
  • 03/2016 → 10/2018
    Canton, OH
  • 03/2016 → 10/2018
    Citizens Bank
    Canton, OH
  • 10/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2018 → Present
    Angela Anderson
    Akron, OH
  • 10/2018 → Present
    New York, NY
Previous Registrations
Other Businesses

1.Current employment as a sales assistant with Angela Anderson, Akron, OH, approximately 160 hrs. per month. 2.Administrator or executor of an estate or trustee of a trust for a non-family or family member (father). 3.Administrator or executor of an estate or trustee of a trust for a non-family or family member. I am POA my mother's investments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-24
  • S66 Uniform Combined State Law Examination
    2005-03-24
Other Names
  • Julie Russell Sievers
  • Julie Suzanne Russell
  • Julie Russell Nobile
  • Julie Nobile

View on SEC IAPD

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