Mario
Cabral

Equitable Advisors, LLC

CRD#7235220
Investment Advisor
in Bronx, NY

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About this Advisor

Mario Cabral is a financial advisor based in Bronx, New York, working with Equitable Advisors, LLC. Mario has previously held positions at W. B. Mason, Utica Blue Sox, Eop Employer, University At Albany, G. W. Fowler High School, Foot Locker, Utica College, Axa Advisors, and Equitable Advisors, LLC. Mario has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California, Georgia, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and Texas. Currently, Mario is part of Equitable Advisors, LLC, which operates out of Bronx, New York. 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, Series 63

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

Bronx, NY

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

NY Average: 88
Total Number of Accounts

79,686

NY Average: 3,892
Average Account Size

$373,668

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

Mario Cabral Work History

2020 - Present (5 years)

Equitable Advisors, LLC

2020 - 2020 (< 1 year)

Axa Advisors

2019 - 2019 (< 1 year)

W. B. Mason

2019 - 2019 (< 1 year)

Utica Blue Sox

2017 - 2018 (1 year)

Foot Locker

2017 - 2019 (2 years)

Utica College

2015 - 2016 (1 year)

Eop Employer

2015 - 2016 (1 year)

University At Albany

2011 - 2015 (4 years)

G. W. Fowler High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mario Cabral 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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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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