Thomas Cullen Lovett Iii

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2020
  Tomahawk Medical Llc
  Sebring, FL
• 12/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2017 → 06/2017
  Young Van Assenderp, Pa
  Tallahassee, FL
• 08/2013 → 06/2017
  Student
  Tallahassee/Orlando, FL
• 12/2017 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Name: Big Brother Big Sister Role: Board Chairman. Attend Monthly board meetings. Help fundraise for different community events throughout the year. Address: 366 N Fernleaf Ave, Sebring, FL 33870 Start Date: 6/1/2026 Hours: 2 per month. not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Cullen Lovett
• Thomas Lovett
• Thomas Cullen Lovett