Maurice
Gelfo

Equitable Advisors, LLC

CRD#1182486
Investment Advisor
in Los Angeles, CA

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About this Advisor

Maurice Gelfo is a financial advisor based in Los Angeles, California. Gelfo is currently employed by Equitable Advisors, LLC. Their career trajectory has included roles at Nfp Securities Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Equitable Advisors LLC. Gelfo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, California, Colorado, Idaho, Montana, Nevada and Oregon. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in assets under management among its 75,222 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. 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 advice typically depend on the type of services provided. However, fees billed by Equitable Advisors, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

5700 Wilshire Blvd Suite 120A
Los Angeles, CA 90036

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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

Maurice Gelfo Work History

Maurice has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Equitable Advisors LLC

2016 - 2023 (7 years)

Kestra Advisory Services, LLC

2011 - 2016 (5 years)

Nfp Securities Inc

2011 - 2023 (12 years)

Kestra Investment Services, 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 Maurice Gelfo 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
Gerald Grant
Falls Church, VA
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
William Sorrentino
Edison, NJ
Sean Dambaugh
Mount Pleasant, SC
Steven South
Selma, AL
Jeffrey Desmarais
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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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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