Thomas
Brosnan

Equitable Advisors, LLC

CRD#7622014
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Thomas Brosnan is a financial advisor working out of Scottsdale, Arizona with 1 year of relevant experience. Brosnan is an employee of Equitable Advisors, LLC. Over the course of their career, Brosnan has held roles at The University Of Houston - Downtown, The Home Depot, R&C Construction, Pittsford Area High School, The University Of Houston and Equitable Advisors, LLC. Brosnan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Equitable Advisors, LLC is a financial advisory firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets across 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 customer accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a diverse assortment 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 fees usually depend on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC can be comprised of 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

Thomas Brosnan Work History

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

2022 - Present (2 years)

Equitable Advisors, LLC

2021 - 2022 (1 year)

The University Of Houston - Downtown

2016 - 2022 (6 years)

The Home Depot

2015 - 2015 (< 1 year)

R&C Construction

2015 - 2022 (7 years)

The University Of Houston

2011 - 2015 (4 years)

Pittsford Area High School

*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 Thomas Brosnan 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
Sean Dambaugh
Mount Pleasant, SC
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
Jeffrey Desmarais
Shelton, CT
Matthew Chirico
Stamford, CT
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

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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