Kevin
Dolan
Equitable Advisors, LLC
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About this Advisor
Kevin Dolan is a financial advisor who works out of Belmar, New Jersey with a total of 5 years of relevant experience. Dolan currently works for Equitable Advisors, LLC. Over the course of their career, Dolan has held roles at Northstar Resource Group, Minnesota Life Insurance Co, Securian Financial Services Inc, Office Of International Programs, Candle Wood Management, Rocco'S Pizza, West Virginia University, Garden State Securities, Inc, Axa Advisors, LLC and Equitable Advisors, LLC. Dolan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California, District Of Columbia, Hawaii, New Jersey and Pennsylvania. Equitable Advisors, LLC is an advisory company that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in assets under management across its 75,222 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC performs 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 fees typically are based on which services the firm provides the client. Fees billed by Equitable Advisors, LLC can include some combination 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
Kevin Dolan Work History
Kevin has been registered as a financial advisor for 5 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Garden State Securities, Inc
Northstar Resource Group
Minnesota Life Insurance Co
Securian Financial Services Inc
Northstar Resource Group
Securian Financial Services Inc
Office Of International Programs
Candle Wood Management
Rocco'S Pizza
West Virginia University
*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 Kevin Dolan 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
Stamford, CT
Dallas, TX
Minneapolis, MN
Edison, NJ
Shelton, CT
Falls Church, VA
Selma, AL
Trussville, AL
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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