Kyle
Zake

Equitable Advisors, LLC

CRD#4548342
Investment Advisor
in Oak Brook, IL

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About this Advisor

Kyle Zake is a financial advisor based out of Oak Brook, Illinois who has 20 years of industry experience. Zake is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Zake holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Missouri, New Mexico, North Carolina, Ohio, Oregon, Washington and Wisconsin. Equitable Advisors, LLC is an advisory company based in New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It handles $25 billion in total assets among its 75,222 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 customer accounts, 42% are held by high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC has 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 services the firm provides the client. Fees billed by Equitable Advisors, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

20 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

1515 W. 22Nd Street Suite 300
Oak Brook, IL 60523

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

IL Average: 88
Total Number of Accounts

75,222

IL Average: 3,892
Average Account Size

$326,438

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 Zake Work History

Kyle has been registered as a financial advisor for 20 years.*

2002 - Present (22 years)

Equitable Advisors, LLC

2002 - 2020 (18 years)

Axa Advisors, LLC

*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 Kyle Zake 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
Brian Kelly
Houston, TX
Stephen Curlee
Franklin, TN
Michael Stenach
Minneapolis, MN
Sean Dambaugh
Mount Pleasant, SC
Gerald Grant
Falls Church, VA
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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