Fadi Paul Boulos

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

Authority	Category	Status	Date
IL	RA	APPROVED	2021-11-22

IL RA
APPROVED

Since 2021-11-22

Branch Locations

Clarendon Hills, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Maza Restaurant	West Lafayette	IN	03/2007	06/2017
Retired	Gilbert	AZ	06/2017	04/2021
Equitable Advisors, Llc.	New York	NY	05/2021	Present

03/2007 → 06/2017

Maza Restaurant

West Lafayette, IN
06/2017 → 04/2021

Retired

Gilbert, AZ
05/2021 → Present

Equitable Advisors, Llc.

New York, NY

Previous Registrations

1999-11-24 → 2007-02-13

Equitable Advisors, Llc

Oak Brook, IL

Hinsdale, IL

Hinsdale, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-16
S65	Uniform Investment Adviser Law Examination	1999-04-13
S63	Uniform Securities Agent State Law Examination	1987-09-21

S66 Uniform Combined State Law Examination

2021-04-16
S65 Uniform Investment Adviser Law Examination

1999-04-13
S63 Uniform Securities Agent State Law Examination

1987-09-21

View on SEC IAPD