Nasha
Knowles

Equitable Advisors, LLC

CRD#3111229
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nasha Knowles is a financial advisor working in Atlanta, Georgia who has 2 years of industry experience. Knowles works at Equitable Advisors, LLC. Knowles has gained experience at Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Wells Fargo Clearing Services, LLC and Equitable Advisors. Knowles has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Georgia, Maryland, Michigan, North Carolina, Ohio, Texas, Virginia and Wisconsin. Equitable Advisors, LLC is an advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 financial advisors. It administers $25 billion in total assets across its 75,222 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets. The company performs 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. A financial advisor's fees usually are based on which service is offered. However, fee types billed by Equitable Advisors, LLC can consist 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

780 Johnson Ferry Road Suite 600
Atlanta, GA 30342

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

GA Average: $7,464,549,021
Total Number of Employees

5,251

GA Average: 88
Total Number of Accounts

75,222

GA Average: 3,892
Average Account Size

$326,438

GA 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

Nasha Knowles Work History

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

2021 - Present (3 years)

Equitable Advisors

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2006 - 2014 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

*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 Nasha Knowles 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

Matthew Chirico
Stamford, CT
William Lynch
Savannah, GA
Stephen Curlee
Franklin, TN
William Sorrentino
Edison, NJ
Michael Gentile
Oak Brook, IL
David Reed
Morristown, NJ
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started