Teresa
Young
Equitable Advisors, LLC
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About this Advisor
Teresa Young is a financial advisor based out of Port Washington, New York who has 6 years of industry experience. Young is an advisor for Equitable Advisors, LLC. Their career trajectory has included roles at Metropolitan Capital Advisors, Axa Advisors, LLC and Equitable Advisors, LLC. Young has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to advise clients in California, Colorado, Connecticut, New Jersey, New York, Pennsylvania and South Carolina. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It has $25 billion in assets between its 75,222 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have more than $1 million in assets. Equitable Advisors, LLC provides a wide set of services, such as 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 offered. However, fee types charged by Equitable Advisors, LLC may include 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
Teresa Young Work History
Teresa has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Metropolitan Capital Advisors
*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 Teresa Young 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
Houston, TX
Syracuse, NY
Minneapolis, MN
Stamford, CT
Golden, CO
Tampa, FL
Selma, AL
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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