Chase
Craig
Equitable Advisors, LLC
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About this Advisor
Chase Craig is a financial advisor who works out of Englewood, Colorado with 1 year of industry experience. Craig is currently employed by Equitable Advisors, LLC. Over the course of their career, Craig has held roles at Equitable Advisors, LLC, Emerson Equity LLC Aka Wd Wealth Management Strategies, Whitewater University, Grand Geneva Resort And Spa, Lake Geneva Youth Camp, Marina Bay Boat Rentals, Badger High School, Western State Colorado Universtiy and Western Illinois University. Craig maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and New York. Equitable Advisors, LLC is a business that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It manages $25 billion in assets between its 75,222 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have greater than $1 million in assets available to invest. 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 charged by financial advisors usually vary depending on which service is provided. Fees charged by Equitable Advisors, LLC likely consist of any combination 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
Chase Craig Work History
Chase has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Emerson Equity LLC Aka Wd Wealth Management Strategies
Whitewater University
Grand Geneva Resort And Spa
Western Illinois University
Western State Colorado Universtiy
Lake Geneva Youth Camp
Marina Bay Boat Rentals
Badger 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 Chase Craig 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
New York, NY
San Diego, CA
Oak Brook, IL
Savannah, GA
Erie, PA
Morristown, NJ
Selma, AL
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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