Ryan
Stanick

Equitable Advisors, LLC

CRD#7266177
Investment Advisor
in Wellesley Hills, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Stanick is a financial advisor based out of Wellesley Hills, Massachusetts with 3 years of industry experience. Stanick is currently employed by Equitable Advisors, LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Boston College, Boston College Athletic Department, Bertucci'S and Leicester Public School. Stanick maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut, New Hampshire, South Carolina and Vermont. Equitable Advisors, LLC is a registered investment company headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It has $25 billion in assets between its 75,222 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Equitable Advisors, LLC offers 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

93 Worcester Street, Suite 103
Wellesley Hills, MA 02481

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Ryan Stanick Work History

Ryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Equitable Advisors, LLC

2019 - 2019 (< 1 year)

Bertucci'S

2016 - 2020 (4 years)

Boston College

2016 - 2020 (4 years)

Boston College Athletic Department

2010 - 2016 (6 years)

Leicester Public 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 Ryan Stanick 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

Alison Rhodes
Andalusia, AL
Michael Johnson
Bellevue, WA
David Reed
Morristown, NJ
William Lynch
Savannah, GA
Jeffrey Desmarais
Shelton, CT
Michael Ramos
Milwaukee, WI
Steven South
Selma, AL
Mark Christensen
Salt Lake City, UT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started