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Gregory Philip Nachman

Equitable Advisors, LLC

Cleveland Heights, OH

CRD 7841751

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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
OH RA APPROVED 2024-01-04
  • OH RA
    APPROVED
    Since 2024-01-04

Branch Locations

Cleveland Heights, OH • 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
Cleveland Heights University Heights Citys Schools Cleveland Heights OH 08/2009 08/2024
Els Educational Services, Inc. Princeton NJ 07/2019 07/2021
Equitable Advisors, Llc New York NY 12/2023 Present
  • 08/2009 → 08/2024
    Cleveland Heights University Heights Citys Schools
    Cleveland Heights, OH
  • 07/2019 → 07/2021
    Els Educational Services, Inc.
    Princeton, NJ
  • 12/2023 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-08
  • S66 Uniform Combined State Law Examination
    2023-08-08
Other Names
  • Gregory Nachman

View on SEC IAPD

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