David
Rabinowitz
Equilibrium Wealth LLC
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About this Advisor
David Rabinowitz is a certified financial planner who works in New York, New York with 2 years of relevant experience. Rabinowitz is currently employed by Equilibrium Wealth LLC. Their career trajectory has included roles at Equilibrium Wealth, LLC, Voya Investment Management, LLC and Advisory Services Network, LLC. Rabinowitz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Equilibrium Wealth LLC is a registered investment business that has its headquarters in New York, NY. It has offices in three locations and just five financial advisors. It controls $82 million in total assets across its 131 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 131 customer accounts, 81% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on the financial services. However, fees charged by Equilibrium Wealth LLC likely 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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Equilibrium Wealth LLC Brokerage Details
$81,816,589
5
131
$624,554
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Rabinowitz Work History
David has been registered as a financial advisor for 2 years.*
Equilibrium Wealth, LLC
Advisory Services Network, LLC
Voya Investment Management, 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 David Rabinowitz 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 Equilibrium Wealth LLC
Foster City, CA
New York, NY
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.
