Thomas
Gillespie

Equitable Advisors, LLC

CRD#5837256
Investment Advisor
in Cherry Hill, NJ

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About this Advisor

Thomas Gillespie is a financial advisor based in Cherry Hill, New Jersey, working with Equitable Advisors, LLC. Thomas has previously held positions at Axa Advisors, LLC, Gillespie & Associates, and Equitable Advisors, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in California, New Jersey, and Pennsylvania. Currently, Thomas is part of Equitable Advisors, LLC, which operates out of Cherry Hill, New Jersey. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

210 Lake Drive East Suite 310
Cherry Hill, NJ 08002

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

NJ Average: $7,464,549,021
Total Number of Employees

5,565

NJ Average: 88
Total Number of Accounts

79,686

NJ Average: 3,892
Average Account Size

$373,668

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

Thomas Gillespie Work History

2010 - Present (14 years)

Equitable Advisors, LLC

2004 - Present (20 years)

Gillespie & Associates

2010 - 2020 (10 years)

Axa Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Gillespie 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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