Nicholas
Plavchak
Equitable Advisors, LLC
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About this Advisor
Nicholas Plavchak is a financial advisor who works in Indianapolis, Indiana with a total of 3 years of relevant experience. Plavchak is an employee of Equitable Advisors, LLC. During their career, Plavchak has held roles at Student, Pepsi Co, Mutualbank, Monarch Beverage, Johnson Brothers Of In, Axa Advisors, LLC and Equitable Advisors, LLC. Plavchak has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana, Kansas, Ohio, Pennsylvania, South Carolina, Texas and Wisconsin. Equitable Advisors, LLC is an advisory company operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets under management between its 75,222 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a diverse 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 largely depend on the financial services provided. However, fee types billed by Equitable Advisors, LLC likely are comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$24,555,313,983
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5,251
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
75,222
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$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
Nicholas Plavchak Work History
Nicholas has been registered as a financial advisor for 3 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Johnson Brothers Of In
Monarch Beverage
Mutualbank
Pepsi Co
Student
*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 Nicholas Plavchak 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
Edison, NJ
Falls Church, VA
Cary, NC
Minneapolis, MN
Franklin, TN
Mount Pleasant, SC
Selma, AL
Trussville, AL
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.
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