Ellen
Rose
Equitable Advisors, LLC
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About this Advisor
Ellen Rose is a certified financial planner based in Ipswich, Massachusetts with 18 years of relevant experience. Rose works at Equitable Advisors, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Ellen Mackey Rose Cpa CFP® and Equitable Advisors, LLC. Rose has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New Hampshire. Equitable Advisors, LLC is a registered investment business that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in assets under management among its 75,222 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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. Fees charged by financial advisors typically vary depending on which services are offered. Fee types billed by Equitable Advisors, LLC likely include any blend 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
Ellen Rose Work History
Ellen has been registered as a financial advisor for 18 years.*
Equitable Advisors, LLC
Ellen Mackey Rose Cpa CFP®
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 Ellen Rose 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
Indianapolis, IN
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Franklin, TN
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Salt Lake City, UT
Oak Brook, IL
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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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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.
