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Lucy Niskanen

Equitable Advisors, LLC

Cave Creek, AZ

Scottsdale, AZ

CRD 7726647

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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
AZ RA APPROVED 2024-02-21
  • AZ RA
    APPROVED
    Since 2024-02-21

Branch Locations

Cave Creek, AZ • United States

14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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 04/2023 Present
Pinnacle Roofing And Painting Phoenix AZ 08/2022 06/2023
Sevita Health Cokato MN 04/2022 08/2022
Hb Wellness Scottsdale AZ 08/2021 01/2022
Leza B Cleaning Buffalo MN 05/2021 08/2021
Desert Mountain Club Scottsdale AZ 08/2020 05/2021
Paradise Valley Community College Phoenix AZ 01/2023 Present
Sequoia Choice Distance Learning Phoenix AZ 08/2019 06/2022
Cactus Shadows High School Cave Creek AZ 08/2018 06/2019
Sonoran Trails Middle School Phoenix AZ 08/2016 06/2018
Safeway Scottsdale AZ 08/2018 08/2020
  • 04/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2022 → 06/2023
    Pinnacle Roofing And Painting
    Phoenix, AZ
  • 04/2022 → 08/2022
    Sevita Health
    Cokato, MN
  • 08/2021 → 01/2022
    Hb Wellness
    Scottsdale, AZ
  • 05/2021 → 08/2021
    Leza B Cleaning
    Buffalo, MN
  • 08/2020 → 05/2021
    Desert Mountain Club
    Scottsdale, AZ
  • 01/2023 → Present
    Paradise Valley Community College
    Phoenix, AZ
  • 08/2019 → 06/2022
    Sequoia Choice Distance Learning
    Phoenix, AZ
  • 08/2018 → 06/2019
    Cactus Shadows High School
    Cave Creek, AZ
  • 08/2016 → 06/2018
    Sonoran Trails Middle School
    Phoenix, AZ
  • 08/2018 → 08/2020
    Safeway
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-02-12

View on SEC IAPD

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