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Steve Alexander Rincand

Equitable Advisors, LLC

Yorba Linda, CA

San Diego, CA

CRD 7719594

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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
CA RA APPROVED 2025-10-08
  • CA RA
    APPROVED
    Since 2025-10-08

Branch Locations

Yorba Linda, CA • United States

4370 La Jolla Village Dr. Suite 400, San Diego, CA 92122 • 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 07/2020 Present
Unemployed Anaheim CA 05/2023 07/2023
Civil Financial Services Redondo Beach CA 03/2022 04/2023
Aag Irvine CA 08/2017 03/2022
Salt Creek Grille Dana Point CA 04/2014 08/2017
Planet Home Lending Santa Ana CA 05/2017 07/2017
Ny Life Securities Irvine CA 03/2023 04/2023
  • 07/2020 → Present
    New York, NY
  • 05/2023 → 07/2023
    Unemployed
    Anaheim, CA
  • 03/2022 → 04/2023
    Civil Financial Services
    Redondo Beach, CA
  • 08/2017 → 03/2022
    Aag
    Irvine, CA
  • 04/2014 → 08/2017
    Salt Creek Grille
    Dana Point, CA
  • 05/2017 → 07/2017
    Planet Home Lending
    Santa Ana, CA
  • 03/2023 → 04/2023
    Ny Life Securities
    Irvine, CA
Other Businesses

Keto Meal Prep; Volunteer Line Cook; 4 hours/week 2. 6/2012- Present - Imagine Photographic; non-investment related; 846 South Clementine Street, Anaheim, CA 92805; Portraits and Event Photography; Founder; 1 hour/week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2023-10-16

View on SEC IAPD

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