Joshua
Brucker

Equitable Advisors, LLC

CRD#7580531
Investment Advisor
in Troy, MI

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About this Advisor

Joshua Brucker is a financial advisor working out of Troy, Michigan with 1 year of relevant experience. Brucker is on the advisory team at Equitable Advisors, LLC. Over the course of their career, they have held roles at Equitable Advisors LLC, Jackson National Life, United Shore Mortgage, Lil Kickers, Genitti'S Hole In The Wall, Camp Invention, Novi High School, Novi Middle School and Michigan State University. Brucker holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Equitable Advisors, LLC is a financial advisory company based out of New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It administers $25 billion in total assets across its 75,222 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have more than $1 million in assets. Equitable Advisors, LLC 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. Financial advisory fees vary depending on which service is provided. Fee types charged by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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 West Big Beaver Road Suite 300
Troy, MI 48084

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

MI Average: 88
Total Number of Accounts

75,222

MI Average: 3,892
Average Account Size

$326,438

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

Joshua Brucker Work History

Joshua has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors LLC

2021 - 2021 (< 1 year)

Jackson National Life

2020 - 2020 (< 1 year)

United Shore Mortgage

2019 - 2019 (< 1 year)

Camp Invention

2018 - 2022 (4 years)

Michigan State University

2017 - 2018 (1 year)

Lil Kickers

2015 - 2018 (3 years)

Genitti'S Hole In The Wall

2014 - 2018 (4 years)

Novi High School

2012 - 2014 (2 years)

Novi Middle 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 Joshua Brucker 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 Colvin
Morristown, NJ
Stephen Norris
Bala Cynwyd, PA
William Lynch
Savannah, GA
Joseph Guarino
New York, NY
Stephen Curlee
Franklin, TN
Alison Grefsheim
Scottsdale, AZ
Steven South
Selma, AL
Diana Morris
Indianapolis, IN

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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