Adam
Bernard
Equitable Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Bernard is a financial advisor who works out of Orlando, Florida with 6 years of relevant experience. Bernard is an advisor for Equitable Advisors, LLC. During their career, the advisor has held roles at Aldi Inc, Ohio State University, Ohio State University Althletics, Scioto Country Club, Axa Advisors, LLC and Equitable Advisors, LLC. Bernard holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Indiana, Maine, Maryland, New York, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It administers $25 billion in assets under management across its 75,222 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a wide set 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 advice typically vary depending on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Adam Bernard Work History
Adam has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Aldi Inc
Scioto Country Club
Ohio State University Althletics
Ohio State University
Ohio State University
*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 Adam Bernard 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
Dallas, TX
Tampa, FL
Minneapolis, MN
Mount Pleasant, SC
New York, NY
Golden, CO
Selma, AL
Cary, NC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
