Equitable Advisors disclosure information
General conflicts of interest disclosure and related materials
Life and annuity products disclosures
Account agreements
Advisory program disclosures
Supplement to account agreements
Fee schedules
Insured cash account program information
Accounts that clear through LPL Financial, including brokerage, Strategic Asset Management and other LPL Financial-sponsored investment advisory accounts, provide an Insured Cash Account Program. The Insured Cash Account (ICA) Program is an FDIC-insured bank-deposit cash sweep program, subject to certain limitations and other requirements. Click on the links below for additional information on the program.
Deposit cash account program information
Individual retirement accounts (IRAs) and retirement plan accounts enrolled in certain LPL advisory programs that clear through LPL, provide a Deposit Cash Account Program. The Deposit Cash Account (DCA) Program is a FDIC-insured bank-deposit cash sweep program, subject to certain limitations and other requirements. Select the document links below for additional information on the program.
Market & trading disclosures
Note: Equitable Advisors has no role in how trades are routed by its clearing firm, LPL Financial.
Market & trading disclosures
Contact us
By mail
LPL mailing address - Overnight
Attention: Dept. M
1055 LPL Way
Fort Mill, SC 29715
LPL mailing address - regular
Attention: Dept. M - EQH
P.O. Box 7200
Fort Mill, SC 29716
Mailing address - client/prospect
Equitable Advisors
8501 IBM Drive, Suite 150, MW-15
Charlotte, NC 28262
Securities offered through Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), which serves as the introducing broker/dealer. LPL Financial (members FINRA, SIPC) serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC, serves as an investment advisor registered with the SEC and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through Equitable Advisors Financial Professionals. Equitable Advisors and its financial professionals are not affiliated with LPL Financial. Additional investment advisory programs are offered through third-party program sponsors that are not affiliated with Equitable Advisors and LPL Financial. Equitable Advisors serves as an investment advisor in referring clients to these programs, and the third party serves as the principal sponsor and an investment advisor. These programs may clear through or retain broker/dealers other than Equitable Advisors or LPL Financial and are not affiliated with either party.
GE-7223014.1 (10/2024) (Exp. 10/2028)
1345 Avenue of the Americas
New York, NY 10105
© 2026 Equitable Holdings, Inc. All rights reserved
IMPORTANT: This informational and educational website does not offer or constitute investment advice or the direct or indirect recommendation of any particular investment, financial product, or the appropriateness of any particular option, product, or service. Your unique needs, goals, and circumstances require the individualized attention of your own financial professional. “Advisor” is used as a general term throughout this website to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisers, respectively. “Advisor” does not exclusively refer to investment advisor representatives or financial advisory/planning services. Duly-registered and duly-licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment adviser, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Equitable Advisors, LLC its affiliates and associates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. For more information about Equitable Advisors, LLC you may visit equitableadvisors.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.