Robert
Blanchard Jr.

Equitable Advisors, LLC

CRD#6494139
Investment Advisor
in Orlando, FL

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About this Advisor

Robert Blanchard Jr. is a financial advisor who works in Orlando, Florida with 2 years of industry experience. Blanchard Jr. works at Equitable Advisors, LLC. During their career, the advisor has held roles at Rudder Club Of Jacksonville, University Of Central Florida, Etour And Travel, Axa Advisors, LLC and Equitable Advisors, LLC. Blanchard Jr. maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Florida. Equitable Advisors, LLC is a business that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It has $25 billion in assets between its 75,222 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a diverse array 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 vary depending on the financial services provided. Fee types charged by Equitable Advisors, LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

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

5337 Millenia Lakes Blvd. Suite 405
Orlando, FL 32839

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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

Robert Blanchard Jr. Work History

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

2015 - Present (9 years)

Equitable Advisors, LLC

2015 - 2015 (< 1 year)

Etour And Travel

2015 - 2020 (5 years)

Axa Advisors, LLC

2011 - 2015 (4 years)

University Of Central Florida

2009 - 2014 (5 years)

Rudder Club Of Jacksonville

*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 Robert Blanchard Jr. 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

William Sorrentino
Edison, NJ
Brian Kelly
Houston, TX
Willie Myles
Cary, NC
Michael Stenach
Minneapolis, MN
Sean Dambaugh
Mount Pleasant, SC
Gerald Grant
Falls Church, VA
Steven South
Selma, AL
Jennifer Farris
Trussville, AL

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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