Haley
Hazem

Equitable Advisors, LLC

CRD#6078917
Investment Advisor
in Overland Park, KS

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About this Advisor

Haley Hazem is a financial advisor based out of Overland Park, Kansas, with 5 years of relevant experience. Hazem is an employee of Equitable Advisors, LLC. Throughout their career, they have worked at Community Health Center Of South East Kansas, Psu, Freeman Health, Northwestern Mutual, Axa Advisors, LLC and Equitable Advisors, LLC. Hazem holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas, Kansas and Missouri. Equitable Advisors, LLC is a registered investment firm headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets among its 75,222 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Equitable Advisors, LLC has a diverse range of services, such as 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 typically are based on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

7400 W 110Th Street Suite 700
Overland Park, KS 66210

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

KS Average: $7,464,549,021
Total Number of Employees

5,251

KS Average: 88
Total Number of Accounts

75,222

KS Average: 3,892
Average Account Size

$326,438

KS 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

Haley Hazem Work History

Haley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Equitable Advisors, LLC

2018 - 2020 (2 years)

Axa Advisors, LLC

2017 - 2018 (1 year)

Community Health Center Of South East Kansas

2016 - 2017 (1 year)

Psu

2014 - 2016 (2 years)

Freeman Health

2012 - 2014 (2 years)

Northwestern Mutual

*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 Haley Hazem 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

Kyle Lynch
Dallas, TX
Alex Osmond
Golden, CO
Michael Stenach
Minneapolis, MN
William Sorrentino
Edison, NJ
Stephen Curlee
Franklin, TN
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Jennifer Farris
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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