Eric
Fuentes
Equitable Advisors, LLC
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About this Advisor
Eric Fuentes is a financial advisor based in Secaucus, New Jersey with a total of 1 year of relevant experience. Fuentes is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Shoprite Of Wayne, William Paterson University, Family Dollar Store, Passaic County Technical Institute, Paterson School 3 and Equitable Advisors. Fuentes has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Equitable Advisors, LLC is an advisory firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It oversees $25 billion in total assets between its 75,222 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth individuals who have at least $1 million in investable assets. Equitable Advisors, LLC performs a wide array 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. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Equitable Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Eric Fuentes Work History
Eric has been registered as a financial advisor for 1 years.*
Equitable Advisors
Shoprite Of Wayne
Family Dollar Store
William Paterson University
Passaic County Technical Institute
Paterson School 3
*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 Eric Fuentes 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
Houston, TX
Golden, CO
Stamford, CT
Falls Church, VA
Dallas, TX
New York, NY
Selma, AL
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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