Evan
Radin

Equitable Advisors, LLC

CRD#6501484
Investment Advisor
in Syracuse, NY

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About this Advisor

Evan Radin is a financial advisor who works out of Syracuse, New York with a total of 4 years of industry experience. Radin currently works for Equitable Advisors, LLC. Radin has gained experience at Westhill High School, Suny Genseo, Visions Federal Credit Union, Lyndon Golf Course, Interact Learning Center, Northwestern Mutual, Nob Hill Apartments, Center Point Apartments, Lpl Financial LLC, Visions Analysis LLC, Caption Advantage, LLC, Axa Advisors, LLC and Equitable Advisors, LLC. Radin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California, Colorado, Connecticut, Florida, New York, North Carolina, Texas and Vermont. Equitable Advisors, LLC is a registered investment firm based out of New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets between its 75,222 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth clients who have at least $1 million in assets. The company provides a wide range 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. Fees charged by financial advisors usually are based on the type of services offered. However, fees billed by Equitable Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

120 Madison Street Suite 1900
Syracuse, NY 13202

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NY Average: 88
Total Number of Accounts

75,222

NY Average: 3,892
Average Account Size

$326,438

NY 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

Evan Radin Work History

Evan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Equitable Advisors, LLC

2013 - Present (11 years)

Caption Advantage, LLC

2019 - 2019 (< 1 year)

Visions Analysis LLC

2019 - 2020 (1 year)

Axa Advisors, LLC

2018 - 2019 (1 year)

Lpl Financial LLC

2017 - 2019 (2 years)

Visions Federal Credit Union

2016 - 2017 (1 year)

Lyndon Golf Course

2016 - 2016 (< 1 year)

Interact Learning Center

2015 - 2016 (1 year)

Northwestern Mutual

2015 - 2015 (< 1 year)

Nob Hill Apartments

2014 - 2014 (< 1 year)

Center Point Apartments

2013 - 2017 (4 years)

Suny Genseo

2000 - 2013 (13 years)

Westhill High School

*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 Evan Radin 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

Clay Knuth
Tampa, FL
Erica Sylvia
Irvine, CA
Kyle Lynch
Dallas, TX
Karan Mirchandani
New York, NY
Delawar Roashan
New York, NY
Matthew Turner
Syracuse, NY
Sean Dambaugh
Mount Pleasant, SC
Brian Kelly
Houston, TX

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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