Jenny
Tang
Equitable Advisors, LLC
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About this Advisor
Jenny Tang is a financial advisor working in Walnut Creek, California with a total of 3 years of industry experience. Tang works at Equitable Advisors, LLC. Their career trajectory has included roles at Tdw+Co, Cal Poly San Luis Obispo, Castro Valley High School, Pace Avenue, Go Local Promotions, Inc, Axa Advisors, LLC and Equitable Advisors, LLC. Tang holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in California. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 financial advisors. It administers $25 billion in assets under management among its 75,222 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Equitable Advisors, LLC provides 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 depend on the financial services. Fees charged by Equitable Advisors, LLC likely include 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
Jenny Tang Work History
Jenny has been registered as a financial advisor for 3 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Pace Avenue
Go Local Promotions, Inc
Cal Poly San Luis Obispo
Tdw+Co
Castro Valley 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 Jenny Tang 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
Tampa, FL
Minneapolis, MN
Dallas, TX
Cary, NC
Golden, CO
Selma, AL
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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