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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-08 |
Branch Locations
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dianne Adair Day Care Centers, Inc | Concord | CA | 09/2024 | 04/2025 |
| Krispy Kreme | Concord | CA | 08/2023 | 01/2024 |
| Corcoran Icon Properties | San Francisco | CA | 06/2022 | 08/2023 |
| Tilly's | Concord | CA | 08/2021 | 11/2021 |
| Contra Costa Country Club | Pleasant Hill | CA | 06/2021 | 07/2021 |
| Burger King | Bay Point | CA | 11/2019 | 03/2020 |
| Diablo Valley College | Pleasant Hill | CA | 01/2024 | Present |
| City College San Francisco | San Francisco | CA | 08/2023 | 05/2024 |
| California Virtual Academy | San Joaquin | CA | 08/2020 | 01/2021 |
| Pittsburg High School | Pittsburg | CA | 08/2017 | 07/2020 |
| Antioch Charter Academy | Antioch | CA | 08/2008 | 07/2017 |
| Unemployed | Pittsburg | CA | 02/2021 | 05/2021 |
| Unemployed | Pittsburg | CA | 12/2021 | 05/2022 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
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