Equitable Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 6627
- Registered since
- September 22, 1978
- Website
- equitable.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.04%
- Individuals20.61%
- Corporations / Businesses1.64%
- Pension & Profit Sharing Plans1.11%
- Charitable Organizations0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Equitable Advisors, LLC is a limited liability company operating primarily as an insurance broker-dealer with a broad advisory practice. The firm is SEC-registered (registration year: 1978) and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, manager selection, and educational seminars. Fee arrangements vary by engagement and include percentage-of-AUM pricing as well as hourly and fixed-fee options. The firm maintains broker-dealer activities alongside its advisory offerings and has industry affiliations that include sponsorship or managing-member roles for pooled vehicles and limited partnerships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 53
Natalie Haller
Chief Operating OfficerCRD 5665784
Omar Jennings
Chief Financial StrategistCRD 5675632
Jorge Perez
Chief Operations OfficerCRD 5888083
Contacts
3 of 5420
Neal Maqboul
PartnerCRD 5642205
Steven Nester
Financial AdvisorCRD 5643820
Adam Blevins
Registered RepresentativeCRD 5643851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,269Active vs passive
$17.1B in ETFs
81%
$13.9B
15%
$3.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $536M | 4,531,390 | 3.14% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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