Douglas
Karney

Equitable Advisors, LLC

CRD#2631047
Investment Advisor
in San Diego, CA

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About this Advisor

Douglas Karney is a financial advisor based out of San Diego, California who has 23 years of industry experience. Karney is an advisor for Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Karney maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Equitable Advisors, LLC is an advisory firm based in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets under management between its 75,222 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers a number 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. Fees for financial advice typically are based on the type of financial services provided. Fees charged by Equitable Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

23 years

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

4370 La Jolla Village Dr. Suite 400
San Diego, CA 92122

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

CA Average: 88
Total Number of Accounts

75,222

CA Average: 3,892
Average Account Size

$326,438

CA 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

Douglas Karney Work History

Douglas has been registered as a financial advisor for 23 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

Axa Advisors, 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 Douglas Karney 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

Kyle Lynch
Dallas, TX
Alex Osmond
Golden, CO
Gerald Grant
Falls Church, VA
Brian Kelly
Houston, TX
Jeffrey Desmarais
Shelton, CT
Karan Mirchandani
New York, NY
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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