Giana
D'Alessandro
Equitable Advisors, LLC
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About this Advisor
Giana D'Alessandro is a financial advisor working in Belmar, New Jersey who has 4 years of industry experience. D'Alessandro is an advisor for Equitable Advisors, LLC. During their career, D'Alessandro has held roles at Monmouth University, Saddle Brook High School, Axa Advisors, LLC and Equitable Advisors, LLC. D'Alessandro has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey and South Carolina. Equitable Advisors, LLC is a financial advisory business operating out of New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It oversees $25 billion in assets between its 75,222 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 177 charitable organizations. Of its 75,222 accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. The company has 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. Fees for financial management typically vary depending on which service is provided. Fee types billed 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
Giana D'Alessandro Work History
Giana has been registered as a financial advisor for 4 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Monmouth University
Saddle Brook High 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 Giana D'Alessandro 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
Falls Church, VA
New York, NY
Stamford, CT
Mount Pleasant, SC
Trussville, AL
Houston, TX
Selma, AL
Edison, NJ
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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