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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 | 2025-10-27 |
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 |
|---|---|---|---|---|
| Piedmont Unified School District | Piedmont | CA | 09/2024 | Present |
| Team Prep Usa Rocky Mountain Xc Camp | Mt Crested Butte | CO | 06/2019 | 08/2019 |
| Chabot College | Hayward | CA | 08/2018 | 05/2019 |
| Indiana University- Bloomington | Bloomington | IN | 05/2019 | 05/2024 |
| Indiana University Athletics | Bloomington | IN | 06/2019 | 08/2022 |
| Piedmont High School | Piedmont | CA | 08/2014 | 07/2018 |
| Unemployed | Piedmont | CA | 06/2024 | 08/2024 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
Piedmont Unified School District, 760 Magnolia Ave, Piedmont, CA 94611, Athletics Coach, September 2024 to present, 60, not investment related. 18734 Walnut Rd LLC, Piedmont, CA, Part Owner, July 2021 to present, no hours per month, not investment related. 310 Riverside Ave LLC, Piedmont, CA, Part Owner, July 2021 to present, no hours per month, not investment related. 385 Moraga Ave LLC, Piedmont, CA, Part Owner, July 2021 to present, no hours per month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
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