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Chase Michael Moser

Equitable Advisors, LLC

Shelbyville, IN

Carmel, IN

CRD 7926562

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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
IN RA APPROVED 2024-12-19
  • IN RA
    APPROVED
    Since 2024-12-19

Branch Locations

Shelbyville, IN • United States

10201 N. Illinois Street Suite #300, Carmel, IN 46290 • 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 05/2024 Present
Entourage Imaging, Inc. Princeton Junction NJ 11/2018 09/2024
Chatham Hills Westfield IN 10/2022 01/2023
Top Golf Fishers IN 10/2022 10/2022
Noble Roman's Craft Pizza & Pub Whitestown IN 05/2018 11/2018
Tow Road Brewery Indianapolis IN 10/2017 05/2018
Claddagh Irish Pub Indianapolis IN 07/2017 10/2017
Chef Jjs Indianapolis IN 08/2016 07/2017
Kco Yearbooks Shelbyville IN 08/2025 Present
  • 05/2024 → Present
    New York, NY
  • 11/2018 → 09/2024
    Entourage Imaging, Inc.
    Princeton Junction, NJ
  • 10/2022 → 01/2023
    Chatham Hills
    Westfield, IN
  • 10/2022 → 10/2022
    Top Golf
    Fishers, IN
  • 05/2018 → 11/2018
    Noble Roman's Craft Pizza & Pub
    Whitestown, IN
  • 10/2017 → 05/2018
    Tow Road Brewery
    Indianapolis, IN
  • 07/2017 → 10/2017
    Claddagh Irish Pub
    Indianapolis, IN
  • 08/2016 → 07/2017
    Chef Jjs
    Indianapolis, IN
  • 08/2025 → Present
    Kco Yearbooks
    Shelbyville, IN
Other Businesses

1) KCO Yearbooks - Owner Non-Investment - Shelbyville, IN - 08/2025 - 8hrs/mth. 2) Realty Benefit Services - Sales Associate Non-Investment - Cherry Hill, NJ - 10/2025 - 10hrs/mth. 3) Dergalis Associates LLC - - Sales Associate Non-Investment - Cherry Hill, NJ - 10/2025 - 10hrs/mth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17
Other Names
  • Chase Moser

View on SEC IAPD

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