Joseph Patrick Doolan

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

Authority	Category	Status	Date
NY	RA	APPROVED	2024-06-21

NY RA
APPROVED

Since 2024-06-21

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • 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

Organization	City	State	From	To
Equitable Advisors, Llc.	New York	NY	05/2024	Present
Td Bank	New York	NY	02/2007	01/2020
Unemployed	New York	NY	02/2020	05/2020
Britton Peak	Bellmore	NY	05/2020	09/2020
Revolve Remodeling & Homepro Construction	Merrick	NY	09/2020	11/2021
Verdeschi & Walsh Realty	Long Beach	NY	12/2021	06/2022
City National Rochdale	New York	NY	06/2022	10/2023
Charter Oak Financial	Melville	NY	10/2023	02/2024
Coldwell Bank American Homes	Merrick	NY	12/2023	Present

05/2024 → Present

Equitable Advisors, Llc.

New York, NY
02/2007 → 01/2020

Td Bank

New York, NY
02/2020 → 05/2020

Unemployed

New York, NY
05/2020 → 09/2020

Britton Peak

Bellmore, NY
09/2020 → 11/2021

Revolve Remodeling & Homepro Construction

Merrick, NY
12/2021 → 06/2022

Verdeschi & Walsh Realty

Long Beach, NY
06/2022 → 10/2023

City National Rochdale

New York, NY
10/2023 → 02/2024

Charter Oak Financial

Melville, NY
12/2023 → Present

Coldwell Bank American Homes

Merrick, NY

Other Businesses

Coldwell Banker American HomesReal Estate SalesStarted 12/2023, 55 Merrick Avenue, Merrick, NY. 115666 hours a week; Real Estate Investor, Buy/Sell Rental Properties - 12hrs per month, start dt 12/2020

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-07
S63	Uniform Securities Agent State Law Examination	1999-12-17

S66 Uniform Combined State Law Examination

2024-05-07
S63 Uniform Securities Agent State Law Examination

1999-12-17

View on SEC IAPD