Alicia
Mosebrook
Equitable Advisors, LLC
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About this Advisor
Alicia Mosebrook is a financial advisor who works out of Columbia, Maryland who has 3 years of industry experience. Mosebrook is an employee of Equitable Advisors, LLC. Over the course of their career, Mosebrook has held roles at Clearone Advantage, The Pennsylvania State University, John'S Hopkins Hospital, Mary Kay, Littlestown Highschool, Axa Advisors, LLC and Equitable Advisors, LLC. Mosebrook maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut, Delaware, District Of Columbia, Georgia, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Equitable Advisors, LLC is a financial advisory firm headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It manages $25 billion in assets between its 75,222 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have more than $1 million in investable assets. The business 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 are based on the type of financial services offered. However, fees charged by Equitable Advisors, LLC most likely consist 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
Alicia Mosebrook Work History
Alicia has been registered as a financial advisor for 3 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Clearone Advantage
John'S Hopkins Hospital
John'S Hopkins Hospital
Mary Kay
The Pennsylvania State University
Littlestown Highschool
*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 Alicia Mosebrook 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
Falls Church, VA
Golden, CO
Stamford, CT
Mount Pleasant, SC
Shelton, CT
Dallas, TX
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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