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Luke E. Koehler

Equitable Advisors, LLC

Freeport, FL

CRD 7771408

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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
FL RA APPROVED 2025-08-19
  • FL RA
    APPROVED
    Since 2025-08-19

Branch Locations

Freeport, FL • 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
United States Army Fort Liberty NC 06/2009 Present
Other Businesses

United States Army Not investment related Bldg x-5452, New Dawn Drive, Fort Liberty, NC 28310 Defense Officer June 2009 20 hours per week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-08
  • S66 Uniform Combined State Law Examination
    2023-06-08
Other Names
  • Luke E. Koehler
  • Luke Koehler

View on SEC IAPD

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