Aaron Paglia

Equitable Advisors, LLC

10 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Equitable Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4071 advisors

Number of Clients

65,561 clients

Average Client Portfolio

$529K average

Assets Under Management

$34.7B

Fee Structure

Location

90 Woodbridge Center Drive, 7th Floor, Woodbridge, NJ, 07095

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

July 2022

Final

Customer Dispute

August 2018

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Aaron is involved in an outside insurance business. The details of this business are not specified in the provided text.

Employment History

Current Registrations

Equitable Advisors, LLC

June 2015 - Present · 10 yrs 8 mos

Equitable Advisors, LLC

January 2015 - Present · 11 yrs 1 mo

Equitable Advisors, LLCBroker

January 2015 - Present · 11 yrs 1 mo

State Registrations18 states

CACOCTDEFLGAILLAMAMINCNHNJNYPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.