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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-19 |
Branch Locations
395 North Service Road Suite 206, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Garden City | NY | 03/2015 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 06/2017 |
| Morgan Stanley | Jericho | NY | 05/2017 | 06/2017 |
| Lpl Financial Llc | Melville | NY | 06/2017 | 11/2025 |
| Gladstone Wealth Partners | Melville | NY | 06/2017 | 11/2025 |
| Morgan Stanley | Jericho | NY | 03/2015 | 06/2017 |
| Equitable Advisors, Llc | New York | NY | 11/2025 | Present |
1. Independent Agent - outside fixed insurance sales.2. 9/19/2018 - JBD Wealth Management LLC - Not Investment Related - Address: 46 Peppermint Rd Commack, NY 11725- Business Entity For Tax/Investment Purposes Only - Start Date: 07/04/2017 - 0 Hours Per Month/0 Hours During Securities Trading - LLC set up sole for the purpose of taxes/deductions/write-offs. 3. DBA - Premier Consulting Partners LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-02 |
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