Connor
Carbary

Equitable Advisors, LLC

CRD#6933336
Investment Advisor
in Troy, MI

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About this Advisor

Connor Carbary is a financial advisor based in Troy, Michigan, working with Equitable Advisors, LLC. Connor has previously held positions at Extravagante Valet, Buscemis, Albion College, Lanse Creuse Public Schools, Axa Advisors, LLC, and Equitable Advisors, LLC. Connor has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Connor is part of Equitable Advisors, LLC, which operates out of Troy, Michigan. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

201 W Big Beaver Road Suite 300
Troy, MI 48084

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

MI Average: 88
Total Number of Accounts

79,686

MI Average: 3,892
Average Account Size

$373,668

MI 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

Connor Carbary Work History

2018 - Present (6 years)

Equitable Advisors, LLC

2015 - Present (9 years)

Extravagante Valet

2018 - 2020 (2 years)

Axa Advisors, LLC

2014 - 2015 (1 year)

Buscemis

2014 - 2018 (4 years)

Albion College

2008 - 2014 (6 years)

Lanse Creuse Public Schools

Disclosures

Please visit the SEC profile of Connor Carbary 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

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