Lane
Tryon

Equitable Advisors, LLC

CRD#7266350
Investment Advisor
in Golden, CO

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About this Advisor

Lane Tryon is a financial advisor based in Golden, Colorado, working with Equitable Advisors, LLC. Lane has previously held positions at Wintonberry Hills, Ski Sundown, Empower Retirement, Bistro On Main, UPS, Jaks, Cherry Hills Country Club, Suffield Academy, University of Denver, U.S. Bank, Equitable Advisors, LLC, Equitable, and Old Capital Grill & Smoke House. Lane has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Lane is part of Equitable Advisors, LLC, which operates out of Golden, Colorado. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

Golden, CO

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

CO Average: $7,464,549,021
Total Number of Employees

5,565

CO Average: 88
Total Number of Accounts

79,686

CO Average: 3,892
Average Account Size

$373,668

CO 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

Lane Tryon Work History

2022 - Present (2 years)

Equitable Advisors, LLC

2022 - Present (2 years)

Equitable

2022 - Present (2 years)

Old Capital Grill & Smoke House

2021 - 2022 (1 year)

U.S Bank

2020 - 2020 (< 1 year)

Empower Retirement

2019 - 2019 (< 1 year)

Bistro On Main

2019 - 2019 (< 1 year)

Jaks

2018 - 2018 (< 1 year)

Bistro On Main

2018 - 2018 (< 1 year)

Ups

2018 - 2019 (1 year)

Cherry Hills Country Club

2017 - 2017 (< 1 year)

Wintonberry Hills

2017 - 2017 (< 1 year)

Ski Sundown

2017 - 2017 (< 1 year)

Ups

2017 - 2018 (1 year)

Cherry Hills Country Club

2017 - 2021 (4 years)

University Of Denver

2016 - 2016 (< 1 year)

Wintonberry Hills

2015 - 2015 (< 1 year)

Wintonberry Hills

2014 - 2017 (3 years)

Suffield Academy

Disclosures

Please visit the SEC profile of Lane Tryon 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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