Aaron
Lekarz
Equitable Advisors, LLC
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About this Advisor
Aaron Lekarz is a financial advisor based in Columbia, Maryland, who has 8 years of relevant experience. Lekarz currently works for Equitable Advisors, LLC. Their career trajectory has included roles at Safeway, Axa Advisors LLC and Equitable Advisors, LLC. Lekarz maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alaska, California, Colorado, District Of Columbia, Florida, Georgia, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington and West Virginia. Equitable Advisors, LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in total assets among its 75,222 customer accounts, placing it among the largest financial advisory firms in the country 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 available to invest. The firm provides a number 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. Financial management fee schedules usually depend on the type of financial services. However, fees billed by Equitable Advisors, LLC may include 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
Aaron Lekarz Work History
Aaron has been registered as a financial advisor for 8 years.*
Equitable Advisors, LLC
Axa Advisors LLC
Safeway
*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 Aaron Lekarz 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
Mount Pleasant, SC
Dallas, TX
Minneapolis, MN
Edison, NJ
Shelton, CT
Franklin, TN
Trussville, AL
Cary, NC
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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