Anthony
Trias
Equitable Advisors, LLC
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About this Advisor
Anthony Trias is a financial advisor who works out of San Rafael, California with 6 years of industry experience. Trias is currently employed by Equitable Advisors, LLC. Trias has gained experience at Prudential Insurance Company Of America, Pruco Securities, LLC, Sagepoint Finaicial, Inc, Cullen Financial Advisors, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Axa-Advisors, LLC and Equitable Advisors, LLC. Trias maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Hawaii, New Hampshire, New Jersey, New York, Oregon, Texas, Utah and Virginia. Equitable Advisors, LLC is a registered investment business that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It has $25 billion in assets between its 75,222 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Equitable Advisors, LLC offers a number 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 largely vary depending on the services offered. Fee types billed by Equitable Advisors, LLC can be comprised of any blend 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
Anthony Trias Work History
Anthony has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Axa-Advisors, LLC
Sagepoint Finaicial, Inc
Cullen Financial Advisors
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Prudential Insurance Company Of America
Pruco Securities, LLC
*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 Anthony Trias 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
New York, NY
Conshohocken, PA
Falls Church, VA
Dallas, TX
Shelton, CT
Andover, KS
Trussville, AL
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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