Aaron Wakley

Equitable Advisors, LLC

9 Years of Experience

Broker

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

100 State Street, Suite 440, Erie, PA, 16507

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Equitable Advisors, LLC

February 2020 - Present · 6 yrs

Equitable Advisors, LLCBroker

January 2016 - Present · 10 yrs 1 mo

State Registrations10 states

FLGAINNCNYOHORPATNVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.