David Rabinowitz

EQUILIBRIUM WEALTH LLC

JERUSALEM,

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CRD#: 2123541

Professional summary

David Rabinowitz, CFP® is a registered financial advisor currently at EQUILIBRIUM WEALTH LLC .

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 7 firms and has passed the Series 65, Series 63, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rabinowitz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 15, 2021 - Present

EQUILIBRIUM WEALTH LLC

RIA

CRD#: 311940

JERUSALEM,

Past

June 2, 2016 - December 31, 2020

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

New York, NY

Past

May 6, 2002 - December 4, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

May 12, 2000 - January 18, 2002

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

May 1, 2000 - May 4, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 8, 1997 - May 1, 2000

SCHRODER & CO. INC.

CRD#: 6112

NEW YORK, NY

Past

January 6, 1995 - April 10, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 26, 1994 - January 10, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EQUILIBRIUM WEALTH LLC

EQUILIBRIUM WEALTH | EQUILIBRIUM WEALTH LLC

CRD#: 311940 / SEC#: 801-120066

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/27/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 7/22/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 9/23/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/11/2005

General Securities Principal Examination

Current Firm

EQUILIBRIUM WEALTH LLC

EQUILIBRIUM WEALTH | EQUILIBRIUM WEALTH LLC

CRD#: 311940 / SEC#: 801-120066

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

Jerusalem

Mailing Address

45 Rockefeller Plaza 2oth Floor, New York, NY 10111

Phone number

(212) 321-0428

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EQUILIBRIUM DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 102,907,884

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/30/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David Rabinowitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rabinowitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY SERVICES NETWORK

J.P. MORGAN SECURITIES INC.

UBS SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

SCHRODER & CO. INC.

CITIGROUP GLOBAL MARKETS INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

EQUILIBRIUM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2016

Series 63

Date: 3/2/1998

Series 87

Date: 7/22/2005

Series 7

Date: 9/23/1994

Series 24

Date: 7/11/2005

Current Firm

EQUILIBRIUM WEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EQUILIBRIUM WEALTH LLC

TRUST BUT VERIFY

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