Gretchen
Bolton
Equitable Advisors, LLC
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About this Advisor
Gretchen Bolton is a financial advisor working in Bethesda, Maryland with a total of 13 years of industry experience. Bolton is on the advisory team at Equitable Advisors, LLC. During their career, Bolton has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Bolton holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, District Of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Minnesota, Missouri, New York, Rhode Island, South Carolina and Virginia. Equitable Advisors, LLC is a registered investment business that has its headquarters 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, making it one of the largest firms in the country by assets under management. The firm serves 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth individuals who have more than $1 million in investable assets. Equitable Advisors, LLC provides a diverse assortment 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 depend on which service is offered. However, fees billed by Equitable Advisors, LLC can 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
Gretchen Bolton Work History
Gretchen has been registered as a financial advisor for 13 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
*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 Gretchen Bolton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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