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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-26 |
| AK | RA | APPROVED | 2016-05-24 |
Branch Locations
615 East 82Nd Avenue Suite B2, Anchorage, AK 99518 • 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 |
UNITED HEALTH CARE, GOLDEN RULE INSURANCE. PREMERA BLUE CROSS BLUE SHIELD OF ALASKA, STARTED JANUARY 2003, AETNA, STARTED JANUARY 2008, THE PRINCIPAL FINANCIAL GROUP, STARTED JANUARY 2002, 10,000 TO 25,000. MODA HEALTH INSURANCE, STARTED JANUARY 2011, LESS THAN 10,000 ANNUALLY. VSP, GROUP VISION BENEFITS COMPANY, STARTED DECEMBER 2013, LESS THAN 10,000 ANNUALLY. THE STANDARD, STARTED JANUARY 2012, LESS THAN 10,000 ANNUALLY. National General Accident & Health, accident, dental, health, vision, $15K annual comp. Allstate Benefits/ BEAM, Accident, Dental, Best Health, Vision, $3K annual comp. Best Life and Health Ins. Co., Dental, 11/7/2022, approx 500 annual comp. Met Life Group Life Ins, Group Term Life, approx. $200 annual comp. Humana, Health, approx. 1K annual comp., Successor trustee to mothers trust, no comp. Church Elder, Kaleo Church Anchorage, AK, 4/2024, approx. 40 hrs mo., no comp. Beneficiary on Spouse and Children accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-23 |
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