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Kavita Dave

Equitable Advisors, LLC

Wellesley, MA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-04-27
  • RI RA
    APPROVED
    Since 2026-04-27

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Unemployed Brighton MA 06/2016 02/2017
Axa Advisors, Llc New York NY 02/2017 06/2020
Equitable Advisors, Llc New York NY 02/2017 Present
  • 06/2016 → 02/2017
    Unemployed
    Brighton, MA
  • 02/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2017 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-19
S63 Uniform Securities Agent State Law Examination 2017-08-02
  • S65 Uniform Investment Adviser Law Examination
    2020-12-19
  • S63 Uniform Securities Agent State Law Examination
    2017-08-02

View on SEC IAPD

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ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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