Ryan
Whalen
Equitable Advisors, LLC
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About this Advisor
Ryan Whalen is a financial advisor operating in Buffalo, New York with a total of 1 year of relevant experience. Whalen is an employee of Equitable Advisors, LLC. Throughout their career, Whalen has worked at Allied Universal, Equitable and Equitable Advisor, LLC. Whalen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. 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 employees. It has $25 billion in assets between its 75,222 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 177 charities and foundations. Of its 75,222 accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets. Equitable Advisors, LLC has a wide 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 depend on the type of services provided. However, fee types billed by Equitable Advisors, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Ryan Whalen Work History
Ryan has been registered as a financial advisor for 1 years.*
Equitable
Equitable Advisor, LLC
Allied Universal
*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 Ryan Whalen 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
Dallas, TX
New York, NY
Minneapolis, MN
Stamford, CT
Trussville, AL
Franklin, TN
Cary, NC
Selma, 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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