Young
Hwang

Equitable Advisors, LLC

CRD#1967046
Investment Advisor
in Columbia, MD

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About this Advisor

Young Hwang is a financial advisor working out of Columbia, Maryland with 22 years of relevant experience. Hwang is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Hwang maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California, District Of Columbia, Georgia, Maryland, Pennsylvania, Texas and Virginia. Equitable Advisors, LLC is a financial advisory firm based out of New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It manages $25 billion in assets under management across its 75,222 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 177 charitable organizations. Of its 75,222 accounts, 42% are held by high-net-worth individuals who have more than $1 million in assets. Equitable Advisors, LLC provides a number 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 management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 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

6200 Old Dobbin Lane Suite 100
Columbia, MD 21045

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

MD Average: 88
Total Number of Accounts

75,222

MD Average: 3,892
Average Account Size

$326,438

MD 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

Young Hwang Work History

Young has been registered as a financial advisor for 22 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

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 Young Hwang 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
Matthew Chirico
Stamford, CT
Gerald Grant
Falls Church, VA
Michael Stenach
Minneapolis, MN
Karan Mirchandani
New York, NY
Steven South
Selma, AL
William Sorrentino
Edison, NJ

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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