Reed
Ganey

Equitable Advisors, LLC

CRD#6627775
Investment Advisor
in Jacksonville, FL

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About this Advisor

Reed Ganey is a financial advisor operating out of Jacksonville, Florida with 6 years of relevant experience. Ganey works at Equitable Advisors, LLC. Throughout their career, Ganey has worked at Florida State College, Florida State University, Northwestern Mutual Investment Services, LLC, Axa Advisors, LLC and Equitable Advisors, LLC. Ganey maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Florida. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in total assets across its 75,222 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 accounts, 42% belong to high-net-worth investors who have greater than $1 million in investable assets. The company performs a broad 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. Financial management fee schedules largely are based on the services provided. Fee types charged by Equitable Advisors, LLC most likely consist of some combination 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

Reed Ganey Work History

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

2016 - Present (8 years)

Equitable Advisors, LLC

2016 - 2016 (< 1 year)

Northwestern Mutual Investment Services, LLC

2016 - 2020 (4 years)

Axa Advisors, LLC

2013 - 2016 (3 years)

Florida State University

2011 - 2013 (2 years)

Florida State College

*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 Reed Ganey 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
Karan Mirchandani
New York, NY
William Sorrentino
Edison, NJ
Sean Dambaugh
Mount Pleasant, SC
Brian Kelly
Houston, TX
Kyle Lynch
Dallas, TX
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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