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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
TX RA APPROVED 2026-07-21
  • TX RA
    APPROVED
    Since 2026-07-21

Branch Locations

Glenn Heights, TX • United States

12377 Merit Drive Suite 1500, Dallas, TX 75251 • 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
Primerica Financial Services Dallas TX 10/2012 10/2016
Mortgage Contracting Services Lewisville TX 08/2011 03/2017
Principal Securities Inc Addison TX 10/2016 04/2018
Principal Life Insurance Company Dallas TX 10/2016 04/2018
Lonestar Sports And Social Club Dallas TX 01/2016 Present
Axa Advisors, Llc New York NY 08/2018 06/2020
Equitable Advisors, Llc New York NY 08/2018 Present
  • 10/2012 → 10/2016
    Primerica Financial Services
    Dallas, TX
  • 08/2011 → 03/2017
    Mortgage Contracting Services
    Lewisville, TX
  • 10/2016 → 04/2018
    Principal Securities Inc
    Addison, TX
  • 10/2016 → 04/2018
    Principal Life Insurance Company
    Dallas, TX
  • 01/2016 → Present
    Lonestar Sports And Social Club
    Dallas, TX
  • 08/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2018 → Present
    New York, NY
Other Businesses

1. LONESTAR SPORTS AND SOCIAL CLUB; 4100 SPRING VALLEY RD, DALLAS, TX; GAMEDAY COORDINATOR; START 1/2016, APPROX 10 HRS/MONTH. 2. ELLIS COUNTY SOFTBALL/BASKETBALL ASSOCIATION; 401 S ELM ST, WAXAHACHIE, TX 75165; OFFICIAL/UMPIRE; START 2/25/2025; APPROX 20 HRS/MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-20
S63 Uniform Securities Agent State Law Examination 2018-08-31
  • S65 Uniform Investment Adviser Law Examination
    2026-07-20
  • S63 Uniform Securities Agent State Law Examination
    2018-08-31
Other Names
  • Adrian Jerome Dizer
  • Adrian Dizer

View on SEC IAPD

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