Robert
Imparato

Equitable Advisors, LLC

CRD#2297770
Investment Advisor
in Edison, NJ

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About this Advisor

Robert Imparato is a certified financial planner working in Edison, New Jersey who has 21 years of relevant experience. Imparato works at Equitable Advisors, LLC. Throughout their career, Imparato has worked at Axa Advisors, LLC and Equitable Advisors, LLC. Imparato holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Iowa, Kansas, Louisiana, Maryland, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas and Virginia. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 advisors. It manages $25 billion in assets under management among its 75,222 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have more than $1 million in assets available to invest. Equitable Advisors, LLC performs 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. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Equitable Advisors, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

21 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

105 Fieldcrest Avenue Suite # 507
Edison, NJ 08837

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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

Robert Imparato Work History

Robert has been registered as a financial advisor for 21 years.*

2000 - Present (24 years)

Equitable Advisors, LLC

2000 - 2020 (20 years)

Axa Advisors, LLC

*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 Robert Imparato 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
Alex Osmond
Golden, CO
Stephen Curlee
Franklin, TN
Michael Stenach
Minneapolis, MN
Matthew Chirico
Stamford, CT
Kyle Lynch
Dallas, TX
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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