Colin
Boutin
Equitable Advisors, LLC
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About this Advisor
Colin Boutin is a financial advisor working in Wellesley Hills, Massachusetts. Boutin is an employee of Equitable Advisors, LLC. Boutin has gained experience at Equitable Advisors, LLC, Ernst & Young, University Of South Carolina, Bay State Wind, Lambert'S Rainbow Fruit Market, Hanover High School, Xaverian Brothers High School and Trovato Landscaping. Boutin has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Maine, North Carolina and Vermont. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It has $25 billion in total assets across its 75,222 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in investable assets. Equitable Advisors, LLC offers 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 advisory fee schedules depend on which services the firm provides the client. Fees charged 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
Colin Boutin Work History
Colin has been registered as a financial advisor for 0 years.*
Equitable Advisors, LLC
Ernst & Young
Bay State Wind
University Of South Carolina
Lambert'S Rainbow Fruit Market
Hanover High School
Trovato Landscaping
Xaverian Brothers High School
*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 Colin Boutin 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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