Ted
Soltys

Equitable Advisors, LLC

CRD#1174666
Investment Advisor
in Oak Brook, IL

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About this Advisor

Ted Soltys is a financial advisor based in Oak Brook, Illinois, working with Equitable Advisors, LLC. Ted has previously held positions at Axa Advisors, LLC and Equitable Advisors, LLC. Ted has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, South Carolina, Texas, Utah, Wisconsin, and Wyoming. Currently, Ted is part of Equitable Advisors, LLC, which operates out of Oak Brook, 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 63, Series 65

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

$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

Ted Soltys Work History

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Ted Soltys 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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