Svatava
Pearce
Equitable Advisors, LLC
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About this Advisor
Svatava Pearce is a financial advisor based out of Folsom, California with a total of 6 years of relevant experience. Pearce is currently employed by Equitable Advisors, LLC. Throughout their career, they have worked at The Commonwealth Club Of California, Los Gatos Meadows, Bay Area Cancer Connections, Axa Advisors, LLC and Equitable Advisors, LLC. Pearce holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, Colorado, Hawaii and Texas. Equitable Advisors, LLC is an advisory firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It has $25 billion in assets under management between its 75,222 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth individuals who have at least $1 million in investable assets. 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 charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Equitable Advisors, LLC likely consist 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
$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
Svatava Pearce Work History
Svatava has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Bay Area Cancer Connections
Axa Advisors, LLC
The Commonwealth Club Of California
Los Gatos Meadows
*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 Svatava Pearce 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
Stamford, CT
New York, NY
Franklin, TN
Trussville, AL
Falls Church, VA
Houston, TX
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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