Keith
Onto

Equitable Advisors, LLC

CRD#6209187
Investment Advisor
in Belmar, NJ

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About this Advisor

Keith Onto is a financial advisor operating in Belmar, New Jersey who has 10 years of relevant experience. Onto is on the advisory team at Equitable Advisors, LLC. Onto has gained experience at Wagner College, Jack Baker'S Wharfside Patio Bar, Axa Advisors, LLC and Equitable Advisors, LLC. Onto maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Louisiana, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Texas. Equitable Advisors, LLC is a financial advisory business headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It has $25 billion in assets across its 75,222 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have more than $1 million in assets. The company offers 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 charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Equitable Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

10 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

1967 Highway 34 Building C, Suite 201
Belmar, NJ 07719

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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

Keith Onto Work History

Keith has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Equitable Advisors, LLC

2013 - 2020 (7 years)

Axa Advisors, LLC

2011 - 2013 (2 years)

Wagner College

2004 - 2013 (9 years)

Jack Baker'S Wharfside Patio Bar

*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 Keith Onto 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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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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