Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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
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Location
1 Belmont Avenue, Ste. 1100, Bala Cynwyd, PA, 19004
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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.
Learn about disclosures →Employment History
Current Registrations
Equitable Advisors, LLC
August 2024 - Present · 1 yr 6 mos
Equitable Advisors, LLCBroker
August 2024 - Present · 1 yr 6 mos
State Registrations4 states
GANCPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.