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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
IN RA APPROVED 2026-08-27
  • IN RA
    APPROVED
    Since 2026-08-27

Branch Locations

Carmel, IN • United States

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
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
  • 09/2025 → Present
    Lyft
    Carmel, IN
  • 11/2024 → 01/2025
    Thrivent Investment Management
    Minneapolis, MN
  • 07/2022 → 09/2022
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2019 → 12/2021
    Indiana University - Purdue University - Indianapolis
    Indianapolis, IN
  • 08/2017 → 12/2018
    Touchpoint (St. Vincent)
    Indianapolis, IN
  • 05/2019 → 08/2019
    James Marketing Conultant
    King Of Prussia, PA
  • 12/2018 → 04/2020
    Affordable Tax
    Indianapolis, IN
  • 11/2016 → 11/2017
    Indiana Army National Guard
    Muncie, IN
  • 04/2014 → 05/2017
    Mcdonald's
    Carmel, IN
  • 04/2020 → 08/2025
    Doordash
    San Francisco, CA
  • 12/2021 → 01/2025
    Uber
    San Francisco, CA
  • 04/2023 → 06/2023
    Napleton Hyundai Of Carmel
    Indianapolis, IN
  • 03/2024 → 03/2024
    New York, NY
Other Businesses

Lyft; Delivery Driver; Start Date: 10/2025; Carmel, IN; 0-10 hours; Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20

View on SEC IAPD

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