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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
Branch Locations
Pleasanton, CA • United States
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2024 | Present |
| Unemployed | Pleasanton | CA | 08/2023 | 04/2024 |
| Grocery Outlet Bargain Market | Pleasanton | CA | 05/2023 | 08/2023 |
| Grocery Outlet Bargain Market | Pleasanton | CA | 12/2022 | 01/2023 |
| Big Al's At The Beach | Avila Beach | CA | 03/2022 | 08/2022 |
| Grocery Outlet Bargain Market | Pleasanton | CA | 12/2021 | 01/2022 |
| Grocery Outlet Bargain Market | San Luis Obispo | CA | 08/2021 | 03/2022 |
| Grocery Outlet Bargain Market | Pleasanton | CA | 03/2021 | 08/2021 |
| Doordash | Pleasanton | CA | 05/2020 | 03/2021 |
| Fitness 19 | Pleasanton | CA | 10/2020 | 12/2020 |
| Mr. Pickles Sandwich Shop | San Luis Obispo | CA | 08/2019 | 05/2020 |
| Mcdonald's | Pleasanton | CA | 08/2017 | 08/2019 |
| Unemployed | Pleasanton | CA | 01/2014 | 08/2017 |
| Unemployed | Pleasanton | CA | 08/2022 | 12/2022 |
| Unemployed | Pleasanton | CA | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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