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Mark Joseph Dellosso

Equitable Advisors, LLC

Bald Head Island, NC

Falls Church, VA

CRD 1624566

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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
TX RA APPROVED_RES 2022-04-22
NC RA APPROVED 2021-03-29
VA RA APPROVED 2009-09-30
  • TX RA
    APPROVED_RES
    Since 2022-04-22
  • NC RA
    APPROVED
    Since 2021-03-29
  • VA RA
    APPROVED
    Since 2009-09-30

Branch Locations

Bald Head Island, NC • United States

3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • 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
Axa Advisors, Llc New York NY 09/1999 06/2020
Equitable Advisors, Llc New York NY 09/1999 Present
Other Businesses

Ascend Planning and Consulting LLC, effective 2/2024, mdellosso@ascendplanning.com.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1993-08-24
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1993-08-24
Other Names
  • Mark J Dellosso

View on SEC IAPD

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