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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2012-02-01 |
| TX | RA | APPROVED_RES | 2007-04-10 |
| PA | RA | APPROVED | 2005-06-01 |
Branch Locations
Fort Myers, FL • United States
3705 William Penn Highway Suite 200, Easton, PA 18045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
1) OUTSIDE INSURANCE BROKERAGE BUSINESS, 2) DBA Educated Wealth Strategies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-10 |
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