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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
| CA | RA | APPROVED | 2024-04-05 |
Branch Locations
Pleasanton, CA • United States
2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | Present |
| Cabana Dave's Catering | Livermore | CA | 12/2016 | 12/2019 |
| University Of The Pacific | Stockton | CA | 12/2019 | 05/2023 |
| Unemployed | Pleasanton | CA | 10/2013 | 11/2016 |
| Unemployed | Walnut Creek | CA | 06/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-05 |
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