Natalie
Gecewicz

Equitable Advisors, LLC

CRD#4633256
Investment Advisor
in Clifton Park, NY

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About this Advisor

Natalie Gecewicz is a financial advisor who works in Clifton Park, New York with a total of 16 years of industry experience. Gecewicz is on the advisory team at Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Gecewicz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Florida, New Jersey, New York and South Carolina. Equitable Advisors, LLC is an advisory company that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It oversees $25 billion in assets across its 75,222 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have at least $1 million in investable assets. Equitable Advisors, LLC offers a diverse set 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 largely vary depending on which services the firm provides the client. Fees billed by Equitable Advisors, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

16 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

5 Maxwell Drive Suite 100
Clifton Park, NY 12065

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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

Natalie Gecewicz Work History

Natalie has been registered as a financial advisor for 16 years.*

2003 - Present (21 years)

Equitable Advisors, LLC

2003 - 2020 (17 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 Natalie Gecewicz 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

Gerald Grant
Falls Church, VA
Matthew Turner
Syracuse, NY
Michael Stenach
Minneapolis, MN
Matthew Chirico
Stamford, CT
Brian Kelly
Houston, TX
Delawar Roashan
New York, NY
Steven South
Selma, AL
Jennifer Farris
Trussville, AL

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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