Phillip
Fiore
Equitable Advisors, LLC
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About this Advisor
Phillip Fiore is a financial advisor working out of Los Angeles, California, with 9 years of relevant experience. Fiore is currently employed by Equitable Advisors, LLC. Their career trajectory has included roles at University Of Maryland College Park, Somerset Patriots, John Hancock Financial Network, Axa Advisors LLC and Equitable Advisors, LLC. Fiore has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Missouri, Montana, New Jersey, North Carolina, Oregon, Pennsylvania, Texas, Virginia and Washington. Equitable Advisors, LLC is an advisory company based in New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It has $25 billion in total assets across its 75,222 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets. Equitable Advisors, LLC has a wide assortment 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 for financial advice largely vary depending on the services. However, fees billed 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
Phillip Fiore Work History
Phillip has been registered as a financial advisor for 9 years.*
Equitable Advisors, LLC
Axa Advisors LLC
Somerset Patriots
John Hancock Financial Network
University Of Maryland College Park
*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 Phillip Fiore 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
Golden, CO
Conshohocken, PA
Edison, NJ
Mount Pleasant, SC
Franklin, TN
New York, NY
Cary, NC
Minneapolis, MN
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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