Thomas
Lovett Iii

Equitable Advisors, LLC

CRD#6882522
Investment Advisor
in Sebring, FL

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About this Advisor

Thomas Lovett Iii is a financial advisor operating in Sebring, Florida with a total of 4 years of industry experience. Lovett Iii currently works for Equitable Advisors, LLC. Throughout their career, they have worked at Tomahawk Medical LLC, Axa Advisors, LLC, Young Van Assenderp, Pa, Hidden Acres Inc, Highlands Ridge Country Club, Student and Equitable Advisors, LLC. Lovett Iii holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Georgia and New Jersey. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in total assets between its 75,222 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have at least $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 advisory services are based on which services the firm provides the client. Fees charged by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

2157 U.S. 27 South
Sebring, FL 33870

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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

Thomas Lovett Iii Work History

Thomas has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Equitable Advisors, LLC

2017 - 2020 (3 years)

Tomahawk Medical LLC

2017 - 2020 (3 years)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

Young Van Assenderp, Pa

2016 - 2016 (< 1 year)

Hidden Acres Inc

2015 - 2015 (< 1 year)

Highlands Ridge Country Club

2013 - 2017 (4 years)

Student

2006 - 2013 (7 years)

Student

*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 Thomas Lovett Iii 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
Clay Knuth
Tampa, FL
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
Kyle Lynch
Dallas, TX
Alex Osmond
Golden, CO
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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