Trevor
Borgschatz
Equitable Advisors, LLC
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About this Advisor
Trevor Borgschatz is a financial advisor working in Folsom, California with 2 years of relevant experience. Borgschatz is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Enterprise Holdings Inc, Equitable Advisors, LLC and Roseville High School. Borgschatz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Missouri. Equitable Advisors, LLC is an advisory business based in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It controls $25 billion in assets under management between its 75,222 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Equitable Advisors, LLC offers a wide assortment 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 management typically are based on which service is offered. However, fees billed by Equitable Advisors, LLC can 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
Trevor Borgschatz Work History
Trevor has been registered as a financial advisor for 2 years.*
Equitable Advisors, LLC
Enterprise Holdings Inc
Roseville 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 Trevor Borgschatz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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