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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-27 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyft | Carmel | IN | 09/2025 | Present |
| Thrivent Investment Management | Minneapolis | MN | 11/2024 | 01/2025 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2022 | 09/2022 |
| Indiana University - Purdue University - Indianapolis | Indianapolis | IN | 08/2019 | 12/2021 |
| Touchpoint (St. Vincent) | Indianapolis | IN | 08/2017 | 12/2018 |
| James Marketing Conultant | King Of Prussia | PA | 05/2019 | 08/2019 |
| Affordable Tax | Indianapolis | IN | 12/2018 | 04/2020 |
| Indiana Army National Guard | Muncie | IN | 11/2016 | 11/2017 |
| Mcdonald's | Carmel | IN | 04/2014 | 05/2017 |
| Doordash | San Francisco | CA | 04/2020 | 08/2025 |
| Uber | San Francisco | CA | 12/2021 | 01/2025 |
| Napleton Hyundai Of Carmel | Indianapolis | IN | 04/2023 | 06/2023 |
| Equitable Advisors, Llc | New York | NY | 03/2024 | 03/2024 |
Lyft; Delivery Driver; Start Date: 10/2025; Carmel, IN; 0-10 hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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