Randle
Schumacher

Equitable Advisors, LLC

CRD#3271400
Investment Advisor
in San Diego, CA

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About this Advisor

Randle Schumacher is a financial advisor based in San Diego, California with a total of 1 year of relevant experience. Schumacher currently works for Equitable Advisors, LLC. Over the course of their career, Schumacher has held roles at Axa Advisors, LLC, Lpl Financial, LLC, Rubber Tree Productions, Equitable Advisors LLC and Wealthforge, LLC. Schumacher maintains Series 66, Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California. Equitable Advisors, LLC is a financial advisory company headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It controls $25 billion in assets under management across its 75,222 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a wide range 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 charged by financial advisors largely vary depending on which service is offered. Fee types billed by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

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

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

Randle Schumacher Work History

Randle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors LLC

2020 - 2021 (1 year)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

Rubber Tree Productions

2014 - 2019 (5 years)

Axa Advisors, LLC

2013 - 2013 (< 1 year)

Rubber Tree Productions

2013 - 2013 (< 1 year)

Wealthforge, 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 Randle Schumacher 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

Brian Kelly
Houston, TX
Manuel Raposo-Rosa
San Juan, PR
William Sorrentino
Edison, NJ
Gerald Grant
Falls Church, VA
Alex Osmond
Golden, CO
Delawar Roashan
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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