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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-29 |
Branch Locations
7231 Forest Ave. Suite 300, Richmond, VA 23226 • United States
Glen Allen, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm | Richmond | VA | 02/2016 | 09/2016 |
| Fastsigns | Richmond | VA | 09/2016 | 05/2017 |
| Axa Advisors Llc | New York | NY | 05/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2017 | Present |
6/23/21 DBA Community Financial Group peterswitzer@communityfg.net
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-05 |
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