Best Investors Account Sign in

Matthew Johnson

Equitable Advisors, LLC

Carmel, IN

Brownsburg, IN

CRD 7759669

Claim This Profile
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 2024-08-22
IN RA APPROVED 2023-10-16
  • TX RA
    APPROVED
    Since 2024-08-22
  • IN RA
    APPROVED
    Since 2023-10-16

Branch Locations

10201 N. Illinois Street Suite #300, Carmel, IN 46290 • United States

Brownsburg, IN • 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 06/2023 Present
Indiana University Bloomington IN 09/2020 05/2023
Home Depot Plainfield IN 06/2021 08/2021
Johnson Products, Llc Brownsburg IN 08/2018 09/2020
Ivy Tech Community College Indianapolis IN 01/2019 04/2020
Tempur Sealy Plainfield IN 08/2018 06/2019
Bill Estes Automotive Brownsburg IN 06/2018 07/2018
Purdue University Lafayette IN 01/2018 04/2018
Unemployed Brownsburg IN 07/2017 12/2017
Forest Park High School Woodbridge IN 09/2013 06/2017
Community Resolutions Law Group Pllc Woodbridge VA 09/2016 12/2016
  • 06/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 09/2020 → 05/2023
    Indiana University
    Bloomington, IN
  • 06/2021 → 08/2021
    Home Depot
    Plainfield, IN
  • 08/2018 → 09/2020
    Johnson Products, Llc
    Brownsburg, IN
  • 01/2019 → 04/2020
    Ivy Tech Community College
    Indianapolis, IN
  • 08/2018 → 06/2019
    Tempur Sealy
    Plainfield, IN
  • 06/2018 → 07/2018
    Bill Estes Automotive
    Brownsburg, IN
  • 01/2018 → 04/2018
    Purdue University
    Lafayette, IN
  • 07/2017 → 12/2017
    Unemployed
    Brownsburg, IN
  • 09/2013 → 06/2017
    Forest Park High School
    Woodbridge, IN
  • 09/2016 → 12/2016
    Community Resolutions Law Group Pllc
    Woodbridge, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2023-10-12

View on SEC IAPD

More in Carmel, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor