Alex
Osmond
Equitable Advisors, LLC
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About this Advisor
Alex Osmond is a financial advisor who works out of Golden, Colorado, with a total of 5 years of relevant experience. Osmond is an advisor for Equitable Advisors, LLC. Throughout their career, they have worked at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Globant, All Season Financial Advisors, Axa Advisors, LLC and Equitable Advisors, LLC. Osmond holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in California, Colorado, Florida, Illinois, Montana and West Virginia. Equitable Advisors, LLC is a business based out of New York, NY. The firm has offices in 885 locations and a total of 5,251 advisors. It handles $25 billion in assets under management between its 75,222 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth individuals who have at least $1 million in assets. Equitable Advisors, LLC has 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. Financial management fees usually are based on which services the firm provides the client. However, fee types charged 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
Alex Osmond Work History
Alex has been registered as a financial advisor for 5 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
All Season Financial Advisors
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
Globant
*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 Alex Osmond 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
Houston, TX
Tampa, FL
Stamford, CT
Falls Church, VA
Shelton, CT
Golden, CO
Selma, AL
Edison, NJ
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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