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Abigail Victoria Morrow

Equitable Advisors, LLC

Austin, TX

CRD 6944272

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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
TX RA APPROVED 2020-11-04
  • TX RA
    APPROVED
    Since 2020-11-04

Branch Locations

8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • 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
Camp Gladiator -Cg Victory Austin TX 06/2017 08/2017
University Of Texas Austin TX 08/2016 05/2017
University Presbyterian Church Austin TX 01/2015 05/2017
University Of Texas Austin TX 08/2017 05/2018
Unemployed Austin TX 05/2018 07/2018
Axa Advisors, Llc New York NY 07/2018 06/2020
Equitable Advisors, Llc New York NY 07/2018 Present
  • 06/2017 → 08/2017
    Camp Gladiator -Cg Victory
    Austin, TX
  • 08/2016 → 05/2017
    University Of Texas
    Austin, TX
  • 01/2015 → 05/2017
    University Presbyterian Church
    Austin, TX
  • 08/2017 → 05/2018
    University Of Texas
    Austin, TX
  • 05/2018 → 07/2018
    Unemployed
    Austin, TX
  • 07/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2018 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-03
S63 Uniform Securities Agent State Law Examination 2018-07-17
  • S66 Uniform Combined State Law Examination
    2020-11-03
  • S63 Uniform Securities Agent State Law Examination
    2018-07-17
Other Names
  • Abby Victoria Lam
  • Abigail Lam
  • Abigail Victoria Lam

View on SEC IAPD

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