Lindsay
Cusick

Equitable Advisors, LLC

CRD#5869508
Investment Advisor
in Belmar, NJ

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About this Advisor

Lindsay Cusick is a financial advisor based out of Belmar, New Jersey, with a total of 12 years of relevant experience. Cusick is currently employed by Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors and Equitable Advisors, LLC. Cusick has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Equitable Advisors, LLC is a business headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It oversees $25 billion in total assets among its 75,222 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a diverse 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. Financial management fee schedules largely depend on which services the firm provides the client. However, fees billed by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

Lindsay Cusick Work History

Lindsay has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Equitable Advisors, LLC

2010 - 2020 (10 years)

Axa Advisors

*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 Lindsay Cusick 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

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

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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