Richard
Campbell

Equitable Advisors, LLC

CRD#4542424
Investment Advisor
in Hamburg, NY

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About this Advisor

Richard Campbell is a financial advisor operating out of Hamburg, New York who has 21 years of relevant experience. Campbell works at Equitable Advisors, LLC. Campbell has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Campbell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, Florida, Georgia, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Virginia. Equitable Advisors, LLC is a financial advisory firm headquartered in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 advisors. It manages $25 billion in assets under management across its 75,222 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 177 charitable organizations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a number 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. Financial management fee schedules typically vary depending on which services are provided. However, fees billed by Equitable Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

21 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

190 Sunset Drive Suite #4
Hamburg, NY 14075

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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

Richard Campbell Work History

Richard has been registered as a financial advisor for 21 years.*

2002 - Present (22 years)

Equitable Advisors, LLC

2002 - 2020 (18 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 Richard Campbell 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

Michael Stenach
Minneapolis, MN
Kyle Lynch
Dallas, TX
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
Stephen Curlee
Franklin, TN
William Sorrentino
Edison, NJ
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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