Thomas
Urda
Equitable Advisors, LLC
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About this Advisor
Thomas Urda is a financial advisor based in Stamford, Connecticut who has 15 years of relevant experience. Urda is an advisor for Equitable Advisors, LLC. Over the course of their career, Urda has held roles at Axa Advisors LLC and Equitable Advisors, LLC. Urda has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Florida, Minnesota, New York, South Carolina and Virginia. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It administers $25 billion in assets under management between its 75,222 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides 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. A financial advisor's fees typically are based on which services are offered. However, fee types charged by Equitable Advisors, LLC may 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
Thomas Urda Work History
Thomas has been registered as a financial advisor for 15 years.*
Equitable Advisors, LLC
Axa Advisors LLC
*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 Thomas Urda 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
New York, NY
Mount Pleasant, SC
Falls Church, VA
Trussville, AL
Dallas, TX
Minneapolis, MN
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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