Timothy Robert Holdsworth

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2008 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2003-01-21 → 2008-11-21
  Signator Investors, Inc.
  Broadview Hts, OH
  Broadview Heights, OH

Other Businesses

1.OWNER, HOLDSWORTH REAL ESTATE, LLC, HINCKLEY, OH. APPROXIMATELY 1 HR. PER MONTH SPENT ON THIS ACTIVITY. 2. POA for mother's accounts. 3. Partner/Owner, Lakeside Holdings LLC, Broadview Hghts OH 44147, since 8/18, 4 hrs/month. 4. Various outside insurance appointments 5. Board member/officer/director at A Kid Again 9347 Ravenna Rd d, Twinsburg, OH 44087, Serve on board to A Kid Again to serve children with a life threatening condition. Start date: 08/22/2022

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-29
• S65 Uniform Investment Adviser Law Examination
  1999-01-29

Other Names

• Timmy Holdsworth