Logan
Klug
Equitable Advisors, LLC
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About this Advisor
Logan Klug is a financial advisor based out of Scottsdale, Arizona. Klug works at Equitable Advisors, LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Prosperity Home Mortgage, Handshake Home Loans, The Valley Lending, Sunnyhill Financial, Jfq Lending, Quicken Loans, Paramount Equity Mortgage, Ethos Lending, Forthright Funding and Sindeo. Klug has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Michigan, Ohio and Texas. Equitable Advisors, LLC is a business operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in total assets across its 75,222 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides a broad array of services, including 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Logan Klug Work History
Logan has been registered as a financial advisor for 0 years.*
Equitable Advisors, LLC
Prosperity Home Mortgage
Handshake Home Loans
The Valley Lending
Sunnyhill Financial
Handshake Home Loans
Jfq Lending
Quicken Loans
Paramount Equity Mortgage
Ethos Lending
Forthright Funding
Sindeo
Forthright Funding
Quicken Loans
*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 Logan Klug 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
Falls Church, VA
Houston, TX
Stamford, CT
Mount Pleasant, SC
Shelton, CT
Franklin, TN
Cary, NC
Edison, NJ
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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