Diana
Morris
Equitable Advisors, LLC
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About this Advisor
Diana Morris is a financial advisor based out of Indianapolis, Indiana. Morris works at Equitable Advisors, LLC. Their career trajectory has included roles at Lyft, Mycoi, LLC, Equtiable Advisors, LLC, Ladybug Collaborative Inc, Kore 1, LLC, First Merchants Bank, American Bankers Association- Stonier Graduate School Of Banking and Rental Property- Real Estate. Morris has Series 66 and Series 63 licenses, certifying them as a securities broker, and is registered to advise clients in Indiana. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 financial advisors. It oversees $25 billion in assets under management between its 75,222 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have more than $1 million in assets. Equitable Advisors, LLC offers a diverse range 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. Financial management fee schedules vary depending on which service is provided. However, fees billed by Equitable Advisors, LLC may include any 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
Diana Morris Work History
Diana has been registered as a financial advisor for 0 years.*
Equtiable Advisors, LLC
Lyft
Rental Property- Real Estate
American Bankers Association- Stonier Graduate School Of Banking
Kore 1, LLC
Mycoi, LLC
Ladybug Collaborative Inc
First Merchants Bank
*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 Diana Morris 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
Cary, NC
Stamford, CT
Franklin, TN
Trussville, AL
Minneapolis, MN
Edison, NJ
Selma, AL
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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