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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
WA RA APPROVED 2025-08-25
  • WA RA
    APPROVED
    Since 2025-08-25

Branch Locations

Federal Way, WA • United States

Federal Way, WA • United States

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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
Equitable Advisors, Llc New York NY 03/2023 Present
The Walking Company Eugene OR 03/2016 06/2017
Gamestop Eugene OR 06/2017 12/2018
Sunglass Outfitters (By Sunglass Hut) Springfield OR 12/2018 03/2020
Unemployed Eugene OR 03/2020 01/2021
Historical Research Associates Eugene OR 01/2021 12/2021
Historical Research Associates Eugene OR 03/2022 03/2022
Dudek Portland OR 07/2022 03/2023
Paleo West Portland OR 05/2022 03/2023
Unemployed Eugene OR 01/2022 02/2022
Unemployed Eugene OR 04/2022 05/2022
  • 03/2023 → Present
    New York, NY
  • 03/2016 → 06/2017
    The Walking Company
    Eugene, OR
  • 06/2017 → 12/2018
    Gamestop
    Eugene, OR
  • 12/2018 → 03/2020
    Sunglass Outfitters (By Sunglass Hut)
    Springfield, OR
  • 03/2020 → 01/2021
    Unemployed
    Eugene, OR
  • 01/2021 → 12/2021
    Historical Research Associates
    Eugene, OR
  • 03/2022 → 03/2022
    Historical Research Associates
    Eugene, OR
  • 07/2022 → 03/2023
    Dudek
    Portland, OR
  • 05/2022 → 03/2023
    Paleo West
    Portland, OR
  • 01/2022 → 02/2022
    Unemployed
    Eugene, OR
  • 04/2022 → 05/2022
    Unemployed
    Eugene, OR
Other Businesses

Owner of Leo Hirsch Photography, LLC. Not investment-related, 155 Irving Rd, Eugene OR 97401, 11/20/2017. approx. 1 hr mo., $50 annual comp. Lhirsch092@gmail.com.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-23
S63 Uniform Securities Agent State Law Examination 2023-06-08
  • S66 Uniform Combined State Law Examination
    2025-08-23
  • S63 Uniform Securities Agent State Law Examination
    2023-06-08

View on SEC IAPD

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