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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 | 2024-09-20 |
Branch Locations
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 | 07/2024 | Present |
| Christie's International Real Estate - Sereno | Morgan Hill | CA | 12/2023 | Present |
| Target Corporation | Hollister | CA | 07/2020 | 02/2021 |
| California State University - Chico | Chico | CA | 08/2020 | 05/2024 |
| San Benito High School | Hollister | CA | 08/2016 | 06/2020 |
1. The Mitch Group, Inc., Not investment related, 850 Freitas Road, Hollister, CA 95023, Real Estate Services, Secretary, 8 hour per month, Start date: November 2019, payroll and pay bills. 2. Christie's International Real Estate - Sereno, Not investment related, 35 W. Main Avenue, Morgan Hill, CA 95037, Real Estate Brokerage, Real Estate Agent, February 2024, 24 hours per month, help clients buy and sell homes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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