Lawrence
Brethauer

Equitable Advisors, LLC

CRD#815900
Investment Advisor
in Saginaw, MI

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About this Advisor

Lawrence Brethauer is a financial advisor operating out of Saginaw, Michigan who has 13 years of relevant experience. Brethauer currently works for Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Brethauer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Equitable Advisors, LLC is a company headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in total assets between its 75,222 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number 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. A financial advisor's fees largely 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 63, Series 65

Years Registered*

13 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

Saginaw, MI

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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

Lawrence Brethauer Work History

Lawrence has been registered as a financial advisor for 13 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

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 Lawrence Brethauer 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

Kyle Lynch
Dallas, TX
Alex Osmond
Golden, CO
William Sorrentino
Edison, NJ
Sean Dambaugh
Mount Pleasant, SC
Jennifer Farris
Trussville, AL
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Willie Myles
Cary, NC

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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