Connor
Hamblin

Equitable Advisors, LLC

CRD#7340996
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Connor Hamblin is a financial advisor who works in Scottsdale, Arizona who has 1 year of industry experience. Hamblin is on the advisory team at Equitable Advisors, LLC. Throughout their career, Hamblin has worked at Equitable Advisors, LLC, Northwestern Mutual Life Insurance Company, Headquarters Facility Management, Weber State University, Avantguard Monitoring Center, Mountainwest Apothecary, Global Service Center, Church Of Jesus Christ Of Latter-Day Saints and South Davis Recreation Center. Hamblin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Utah. Equitable Advisors, LLC is a financial advisory firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It manages $25 billion in assets under management between its 75,222 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on which services are offered. However, fee types charged by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14851 N. Scottsdale Road Suite 103
Scottsdale, AZ 85254

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

AZ Average: $7,464,549,021
Total Number of Employees

5,251

AZ Average: 88
Total Number of Accounts

75,222

AZ Average: 3,892
Average Account Size

$326,438

AZ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Connor Hamblin Work History

Connor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors, LLC

2021 - 2022 (1 year)

Northwestern Mutual Life Insurance Company

2020 - 2021 (1 year)

Headquarters Facility Management

2020 - 2020 (< 1 year)

Weber State University

2019 - 2020 (1 year)

Avantguard Monitoring Center

2019 - 2019 (< 1 year)

Weber State University

2018 - 2019 (1 year)

Mountainwest Apothecary

2017 - 2018 (1 year)

Weber State University

2016 - 2017 (1 year)

Global Service Center

2014 - 2015 (1 year)

Church Of Jesus Christ Of Latter-Day Saints

2012 - 2014 (2 years)

South Davis Recreation Center

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Connor Hamblin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Michael Stenach
Minneapolis, MN
Kyle Lynch
Dallas, TX
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
Stephen Curlee
Franklin, TN
Sean Dambaugh
Mount Pleasant, SC
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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