David Eric Birns

Financial advisor at Equitable Advisors, LLC · Melville, NY

Last updated 2026-10-10

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David Eric Birns is a financial advisor at Equitable Advisors, LLC in Melville, NY, CRD 2086497. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-04-12.

Registration

CRD number
2086497
Registration status
Active
IAPD registration
2021-04-12
Industry Experience
5 years
Work Experience
27 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 1999-09 to 2020-06 · AXA Advisors, LLC · New York, NY
  • 1999-09 to Present · Equitable Advisors, LLC · New York, NY

Current employment

SEC IAPD record for David Eric Birns

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

David Eric Birns is a financial advisor at Equitable Advisors, LLC in Melville, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 27 years of reported work history. Reported roles include AXA Advisors, LLC.

SEC disclosures list additional business and community activities: Ranni-Gilbert Agency 6900 Jericho Turnpike Suite 208 Syosset: Life insurance brokers facilitate their business through this agency 1/3/2000 10 hrs month; Other insurance member of a familyu llc-304 madeira llc, 3 rose place, plainview, ny 11803 - started 6/8/2016 -no duties premier consulting partners llc ashar group various outside insurance contracts.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

395 North Service Road, Melville, NY 11747

165 advisors at this office.

Equitable Advisors office in Melville, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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