Anna
Karlova-Arango

Equitable Advisors, LLC

CRD#5218068
Investment Advisor
in Boca Raton, FL

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About this Advisor

Anna Karlova-Arango is a financial advisor who works out of Boca Raton, Florida, with 1 year of industry experience. Karlova-Arango is on the advisory team at Equitable Advisors, LLC. During their career, Karlova-Arango has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Dream To Realty Realty, Gsl Properties, Bank Of America, Golden Empire LLC, Pfs Investments Inc, Primerica Financial Services, Equitable Advisors LLC, Golden Empire Management Inc and Nv Realty Services Inc. Karlova-Arango maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Equitable Advisors, LLC is a financial advisory firm operating out of New York, NY. It has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets between its 75,222 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 customer accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Equitable Advisors, LLC provides a broad assortment 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. Financial management fee schedules are based on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

2255 Glades Road Suite 412E
Boca Raton, FL 33431

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

FL Average: 88
Total Number of Accounts

75,222

FL Average: 3,892
Average Account Size

$326,438

FL 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

Anna Karlova-Arango Work History

Anna has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors LLC

2022 - Present (2 years)

Nv Realty Services Inc

2020 - Present (4 years)

Golden Empire Management Inc

2013 - Present (11 years)

Golden Empire LLC

2022 - 2022 (< 1 year)

Pfs Investments Inc

2022 - 2022 (< 1 year)

Primerica Financial Services

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2022 (4 years)

Dream To Realty Realty

2016 - 2018 (2 years)

Gsl Properties

2012 - 2017 (5 years)

Bank Of America

*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 Anna Karlova-Arango 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

Karan Mirchandani
New York, NY
Delawar Roashan
New York, NY
Gerald Grant
Falls Church, VA
Brian Kelly
Houston, TX
Alex Osmond
Golden, CO
Clay Knuth
Tampa, FL
Steven South
Selma, AL
Michael Stenach
Minneapolis, MN

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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