Clay
Knuth

Equitable Advisors, LLC

CRD#6142215
Investment Advisor
in Tampa, FL

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About this Advisor

Clay Knuth is a financial advisor operating out of Tampa, Florida, with 2 years of relevant experience. Knuth is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Knuth has a Series 66 license, certifying 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 business headquartered in New York, NY. The firm has offices in 885 locations and a total of 5,251 financial advisors. It handles $25 billion in total assets among its 75,222 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has 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. A financial advisor's fee schedules typically depend on the type of financial services. However, fees charged by Equitable Advisors, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Two Urban Center 4890 W Kennedy Blvd #800
Tampa, FL 33609

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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

Clay Knuth Work History

Clay has been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

Equitable Advisors, LLC

2013 - 2020 (7 years)

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 Clay Knuth 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

Gerald Grant
Falls Church, VA
Alex Osmond
Golden, CO
Matthew Chirico
Stamford, CT
Sean Dambaugh
Mount Pleasant, SC
Brian Kelly
Houston, TX
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Willie Myles
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.

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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.

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