Cesare
Cagnina

Equitable Advisors, LLC

CRD#5044785
Investment Advisor
in Edison, NJ

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About this Advisor

Cesare Cagnina is a financial advisor who works out of Edison, New Jersey with 17 years of industry experience. Cagnina is currently employed by Equitable Advisors, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Cagnina maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California, Connecticut, Florida, Maryland, New Jersey, New York, North Carolina, South Carolina and West Virginia. Equitable Advisors, LLC is a firm headquartered in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It oversees $25 billion in assets under management across its 75,222 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm 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 fee schedules typically are based on the type of financial services. However, fees billed by Equitable Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

17 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

333 Thornall St 8Th Floor
Edison, NJ 08837

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NJ Average: 88
Total Number of Accounts

75,222

NJ Average: 3,892
Average Account Size

$326,438

NJ 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

Cesare Cagnina Work History

Cesare has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

Equitable Advisors, LLC

2005 - 2020 (15 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 Cesare Cagnina 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

Michael Stenach
Minneapolis, MN
Gerald Grant
Falls Church, VA
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
William Sorrentino
Edison, NJ
Sean Dambaugh
Mount Pleasant, SC
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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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.

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