Toshie
Miura
Equitable Advisors, LLC
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About this Advisor
Toshie Miura is a certified financial planner working in Lake Oswego, Oregon. Miura is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Principal Life Ins Co, Princor Financial Services Corp, Equitable Advisors LLC, Prudential Insurance Company Of America and Pruco Securities, LLC. Miura has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Illinois, Indiana, Michigan, Missouri, Ohio, Oregon and Washington. Equitable Advisors, LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in total assets among its 75,222 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets. Equitable Advisors, LLC performs a broad array 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 charged by financial advisors usually vary depending on the type of services offered. However, fee types charged by Equitable Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Toshie Miura Work History
Toshie has been registered as a financial advisor for 0 years.*
Equitable Advisors LLC
Prudential Insurance Company Of America
Pruco Securities, LLC
Principal Life Ins Co
Princor Financial Services Corp
*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 Toshie Miura 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
Golden, CO
Syracuse, NY
Falls Church, VA
Houston, TX
Cary, NC
Tampa, FL
Shelton, CT
Edison, NJ
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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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.
