David
Mack

Equitable Advisors, LLC

CRD#6347330
Investment Advisor
in Shrewsbury, MA

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About this Advisor

David Mack is a financial advisor who works in Shrewsbury, Massachusetts with 4 years of relevant experience. Mack is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Babson College, Brandon Eigenberg, Quaker Special Risk, Axa Advisors, LLC and Equitable Advisors, LLC. Mack maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois, North Carolina and Rhode Island. Equitable Advisors, LLC is a financial advisory company operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It handles $25 billion in total assets among its 75,222 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Equitable Advisors, LLC performs a wide set 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 usually depend on which service is provided. Fees charged by Equitable Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Shrewsbury, MA

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

MA Average: 88
Total Number of Accounts

75,222

MA Average: 3,892
Average Account Size

$326,438

MA 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

David Mack Work History

David has been registered as a financial advisor for 4 years.*

2015 - Present (9 years)

Equitable Advisors, LLC

2015 - 2020 (5 years)

Axa Advisors, LLC

2014 - 2015 (1 year)

Brandon Eigenberg

2013 - 2013 (< 1 year)

Quaker Special Risk

2011 - 2015 (4 years)

Babson College

*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 David Mack 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

Willie Myles
Cary, NC
Matthew Chirico
Stamford, CT
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
Michael Stenach
Minneapolis, MN
William Sorrentino
Edison, NJ
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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