Gerald Joseph Miletics

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-06-16
PA	RA	APPROVED	2002-08-19

TX RA
APPROVED_RES

Since 2020-06-16
PA RA
APPROVED

Since 2002-08-19

Branch Locations

81 Highland Ave Suite 200, Bethlehem, PA 18017 • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	09/1999	06/2020
Equitable Advisors, Llc	New York	NY	09/1999	Present

09/1999 → 06/2020

Axa Advisors, Llc

New York, NY
09/1999 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1) EPSF SCHOLARSHIP NO. 4, LLC, 1425 MOUNTAIN ROAD BETHLEHEM, PA 18015 MEMBER, START DATE: 12/19/18, 0 HRS PER MO, NOT INVESTMENT RELATED; 2) MUHLENBERG COLLEGE WRESTLING BOOSTER CLUB, MUHLENBERG COLLEGE WRESTLING BOOSTER COLLEGE, 2400 CHEW ST ALLENTOWN PA 18104, BOARD MEMBER/OFFICER/DIRECTOR, START DATE: 7/1/24, 6 HRS PER MO, NOT INVESTMENT RELATED; 3) USING GERALD.MILETICS@ROCKLANDWEALTH.COM AND WWW.LVB.COM TO CONDUCT EQUITABLE BUSINESS;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-19
S63	Uniform Securities Agent State Law Examination	1999-01-26

S65 Uniform Investment Adviser Law Examination

1999-07-19
S63 Uniform Securities Agent State Law Examination

1999-01-26

Other Names

Jerry Miletics
Gerald Miletics

View on SEC IAPD