Kyle
Koprowitz

Equitable Advisors, LLC

CRD#6847154
Investment Advisor
in O Fallon, IL

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About this Advisor

Kyle Koprowitz is a financial advisor based in O'Fallon, Illinois, working with Equitable Advisors, LLC. Kyle has previously held positions at Kml Architectural Concrete, Gill Industries, Davenport University, Axa Advisors, LLC, and Equitable Advisors, LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Missouri. Currently, Kyle is part of Equitable Advisors, LLC, which operates out of O'Fallon, Illinois. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

105 W. First Street Suite 1
O Fallon, IL 62269

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

IL Average: 88
Total Number of Accounts

79,686

IL Average: 3,892
Average Account Size

$373,668

IL 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

Kyle Koprowitz Work History

2017 - Present (7 years)

Equitable Advisors, LLC

2017 - 2020 (3 years)

Axa Advisors, LLC

2016 - 2017 (1 year)

Gill Industries

2014 - 2017 (3 years)

Kml Architectural Concrete

2013 - 2017 (4 years)

Davenport University

Disclosures

Please visit the SEC profile of Kyle Koprowitz 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

Brett Esselburn
Zionsville, IN
John Lefferts
San Diego, CA
Denise Madnick
Boca Raton, FL
Lynn Beal
Austin, TX
Ryan Sheridan
Buffalo, NY
Thomas Howes
Columbia, MD
Caleb Bennett
Erie, PA
Jacquelyn Cortright
Bethesda, MD

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