Leila
Sharghi
Equitable Advisors, LLC
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About this Advisor
Leila Sharghi is a financial advisor working out of San Diego, California who has 13 years of industry experience. Sharghi currently works for Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Sharghi has 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 a registered investment firm headquartered in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 advisors. It administers $25 billion in assets between its 75,222 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have at least $1 million in assets available to invest. Equitable Advisors, LLC performs 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 for financial management largely vary depending on which services the firm provides the client. Fee types billed by Equitable Advisors, LLC likely consist of some combination 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
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$24,555,313,983
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5,251
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75,222
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$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
Leila Sharghi Work History
Leila has been registered as a financial advisor for 13 years.*
Equitable Advisors, LLC
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 Leila Sharghi 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
Edison, NJ
Falls Church, VA
Cary, NC
Minneapolis, MN
Franklin, TN
Mount Pleasant, SC
Selma, AL
Trussville, AL
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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