TrueAdvisor
TrueAdvisor
AS
AS

Abigail Renee-Amidon Stevens

Equitable Advisors, LLC
3 Years of Experience
Broker
View SEC Summary
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

765 Jefferson Road, 3rd Fl, Suite 310, Rochester, NY, 14623

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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.

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Employment History
Current Registrations
Equitable Advisors, LLC
December 2023 - Present · 2 yrs 2 mos
Equitable Advisors, LLCBroker
September 2022 - Present · 3 yrs 5 mos
State Registrations2 states
NYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.