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Logan Dalton

Equitable Advisors, LLC

Lynchburg, VA

CRD 7828697

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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
VA RA APPROVED 2024-03-06
  • VA RA
    APPROVED
    Since 2024-03-06

Branch Locations

121 Goldenrod Place, Lynchburg, VA 24502 • 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 11/2023 Present
Chic-Fil-A Lynchburg VA 05/2023 05/2024
Chic-Fil-A Lynchburg VA 09/2022 03/2023
Liberty University Lynchburg VA 08/2022 05/2023
Ax Marketing Eagle ID 05/2022 08/2022
Patrick Henry Community College Martinsville VA 08/2019 05/2022
Wild Magnolia Martinsville VA 08/2018 08/2019
Emi Imaging Stuart VA 08/2015 08/2018
  • 11/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2023 → 05/2024
    Chic-Fil-A
    Lynchburg, VA
  • 09/2022 → 03/2023
    Chic-Fil-A
    Lynchburg, VA
  • 08/2022 → 05/2023
    Liberty University
    Lynchburg, VA
  • 05/2022 → 08/2022
    Ax Marketing
    Eagle, ID
  • 08/2019 → 05/2022
    Patrick Henry Community College
    Martinsville, VA
  • 08/2018 → 08/2019
    Wild Magnolia
    Martinsville, VA
  • 08/2015 → 08/2018
    Emi Imaging
    Stuart, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-04

View on SEC IAPD

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