Craig
Rumsky
Equitable Advisors, LLC
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About this Advisor
Craig Rumsky is a financial advisor who works out of Miami, Florida with 1 year of relevant experience. Rumsky currently works for Equitable Advisors, LLC. Over the course of their career, Rumsky has held roles at Chimera Securities, Mass Mutual Life Insurance Company, Mml Investors Services, The School District Of Palm Beach County, Securian Financial Services Inc, Evershore Financial Group, Financial Of America, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Equitable and Equitable Advisors, LLC. Rumsky holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Equitable Advisors, LLC is a registered investment company operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It manages $25 billion in assets under management among its 75,222 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Equitable Advisors, LLC 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. Fees for financial management largely vary depending on which services are offered. However, fee types billed by Equitable Advisors, LLC likely are comprised of 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
Craig Rumsky Work History
Craig has been registered as a financial advisor for 1 years.*
Equitable
Equitable Advisors, LLC
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Securian Financial Services Inc
Evershore Financial Group
The School District Of Palm Beach County
Financial Of America
Chimera Securities
*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 Craig Rumsky 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
Edison, NJ
Golden, CO
Franklin, TN
Cary, NC
Falls Church, VA
Houston, TX
Selma, AL
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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