Andrea
Coleman
Equitable Advisors, LLC
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About this Advisor
Andrea Coleman is a financial advisor working out of Andover, Kansas who has 1 year of relevant experience. Coleman is an employee of Equitable Advisors, LLC. Over the course of their career, they have held roles at Equitable Advisors, LLC, Maize Usd 266, Bespoke Salon Company, Eric Fisher Academy, Applebee'S, Hutchinson Usd 308, University Of Kansas, Hilltop Child Development Center, Huhot Mongolian Grill, Bigg'S Bbq and Lawrence Free State High School. Coleman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas. Equitable Advisors, LLC is an advisory firm based in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 advisors. It oversees $25 billion in assets under management across its 75,222 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 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 offers 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. Financial advisory fee schedules largely vary depending on which service is offered. However, fee types charged by Equitable Advisors, LLC may include some combination 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
Andrea Coleman Work History
Andrea has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Maize Usd 266
Bespoke Salon Company
Eric Fisher Academy
Applebee'S
Hutchinson Usd 308
University Of Kansas
Hilltop Child Development Center
University Of Kansas
Huhot Mongolian Grill
University Of Kansas
Bigg'S Bbq
University Of Kansas
Lawrence Free State High School
*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 Andrea Coleman 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
Houston, TX
Cary, NC
Minneapolis, MN
Shelton, CT
Mount Pleasant, SC
Selma, AL
Franklin, TN
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.
