Equitable Distributors, LLC

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
426
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
25900
Registered since
February 16, 1990

Firm profile

FINTRX

Overview

Equitable Distributors, LLC is organized as a limited liability company and has been SEC-registered since 1990. The firm is classified as a fund distributor rather than an investment manager or capital allocator; the snapshot data explicitly flags "Capital Allocator: No" and does not list advisory activities or a fee structure. The ownership is described as Domestic Entity | Individual, and the firm is not identified as a multi-state adviser, pension consultant, or related adviser. It is also marked as not being an active ESG investor. The available information focuses on the firm's regulatory and functional profile rather than on portfolio management or advisory offerings. That framing suggests the firm's primary role is distribution of investment products rather than operating as a traditional RIA with discretionary AUM.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Christopher Larussa

    Christopher Larussa

    Chief Compliance OfficerCRD 4728315

  • Nicholas Huth

    Nicholas Huth

    Managing Director, Chief Compliance OfficerCRD 3190137

  • Taryn Zygmund

    Taryn Zygmund

    Chief of StaffCRD 5991910

Contacts

3 of 423
  • Joseph Savage

    Joseph Savage

    Regional Vice PresidentCRD 5542778

  • Paris Schroeder

    Financial ProfessionalCRD 8170353

  • Thomas Dominic

    Product ManagerCRD 2774338

Unlock 420 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
8501 Ibm Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth