Brittany
Kubala

Equitable Advisors, LLC

CRD#6361855
Investment Advisor
in Jacksonville, FL

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About this Advisor

Brittany Kubala is a financial advisor working out of Jacksonville, Florida with a total of 6 years of relevant experience. Kubala is an employee of Equitable Advisors, LLC. Kubala has gained experience at Unviversity Of Florida, Grant Mcmahon, 101 Cantina, Haile Plantation Golf And Country Club, Axa Advisors, LLC and Equitable Advisors, LLC. Kubala maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Georgia. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 advisors. It handles $25 billion in assets between its 75,222 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets. Equitable Advisors, LLC provides a number 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 fees usually vary depending on the financial services offered. Fees charged by Equitable Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

225 Water Street Suite 1235
Jacksonville, FL 32202

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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

Brittany Kubala Work History

Brittany has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Equitable Advisors, LLC

2015 - 2020 (5 years)

Axa Advisors, LLC

2014 - 2015 (1 year)

Grant Mcmahon

2014 - 2015 (1 year)

Haile Plantation Golf And Country Club

2012 - 2014 (2 years)

101 Cantina

2011 - 2015 (4 years)

Unviversity Of Florida

*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 Brittany Kubala 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

Kyle Lynch
Dallas, TX
Clay Knuth
Tampa, FL
Willie Myles
Cary, NC
Matthew Chirico
Stamford, CT
Jennifer Farris
Trussville, AL
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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