Anastasia
Ray

Equitable Advisors, LLC

CRD#5605725
Investment Advisor
in New York, NY

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About this Advisor

Anastasia Ray is a financial advisor who works out of New York, New York with a total of 5 years of industry experience. Ray is an advisor for Equitable Advisors, LLC. During their career, the advisor has held roles at Axa Equitable, Axa Advisors, LLC, M&T Bank, M&T Securities, Axa Advisors LLC and Equitable Advisors, LLC. Ray maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Equitable Advisors, LLC is a registered investment business operating out of New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It controls $25 billion in assets among its 75,222 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Equitable Advisors, LLC has a wide array 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. Fees for financial management typically vary depending on the financial services provided. However, fee types charged by Equitable Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

1290 Avenue Of The Americas 15Th Fl
New York, NY 10104

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NY Average: 88
Total Number of Accounts

75,222

NY Average: 3,892
Average Account Size

$326,438

NY 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

Anastasia Ray Work History

Anastasia has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Equitable Advisors, LLC

2018 - Present (6 years)

Equitable Advisors, LLC

2018 - 2020 (2 years)

Axa Equitable

2018 - 2020 (2 years)

Axa Advisors LLC

2017 - 2018 (1 year)

M&T Bank

2017 - 2018 (1 year)

M&T Securities

2009 - 2017 (8 years)

Axa Advisors, LLC

2007 - 2017 (10 years)

Axa Equitable

*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 Anastasia Ray 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

Gerald Grant
Falls Church, VA
William Lynch
Savannah, GA
Matthew Chirico
Stamford, CT
Sean Dambaugh
Mount Pleasant, SC
Stephen Curlee
Franklin, TN
Brian Kelly
Houston, TX
Steven South
Selma, AL
Michael Stenach
Minneapolis, MN

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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