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Noah Benjamin Puggarana

Equitable Advisors, LLC

Portland, OR

CRD 7968012

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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
OR RA APPROVED 2024-09-12
  • OR RA
    APPROVED
    Since 2024-09-12

Branch Locations

121 Sw Morrison Street Suite 875, Portland, OR 97204 • 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 08/2024 Present
Groundworks Industries Portland OR 06/2022 05/2024
Oregon Post Adoption Resource Center Portland OR 10/2020 05/2024
The Hilt Bar And Grill Portland OR 08/2021 07/2022
Portland State University Honors College Portland OR 10/2016 03/2020
Supermorebetter, Llc Portland OR 01/2016 03/2020
Portland State University Honors College Portland OR 09/2015 05/2019
Unemployed Portland OR 05/2024 08/2024
Unemployed Portland OR 03/2020 10/2020
  • 08/2024 → Present
    New York, NY
  • 06/2022 → 05/2024
    Groundworks Industries
    Portland, OR
  • 10/2020 → 05/2024
    Oregon Post Adoption Resource Center
    Portland, OR
  • 08/2021 → 07/2022
    The Hilt Bar And Grill
    Portland, OR
  • 10/2016 → 03/2020
    Portland State University Honors College
    Portland, OR
  • 01/2016 → 03/2020
    Supermorebetter, Llc
    Portland, OR
  • 09/2015 → 05/2019
    Portland State University Honors College
    Portland, OR
  • 05/2024 → 08/2024
    Unemployed
    Portland, OR
  • 03/2020 → 10/2020
    Unemployed
    Portland, OR
Other Businesses

Successor Trustee for Aunt's Estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-22
  • S66 Uniform Combined State Law Examination
    2024-07-22
Other Names
  • Noah Benjamin Puggarana
  • Noah Puggarana

View on SEC IAPD

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