Eddy
Snow

Equitable Advisors, LLC

CRD#816218
Investment Advisor
in Salisbury, NC

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About this Advisor

Eddy Snow is a financial advisor operating out of Salisbury, North Carolina with 22 years of relevant experience. Snow currently works for Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Snow maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Equitable Advisors, LLC is a financial advisory firm based in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in total assets among its 75,222 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a number 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. A financial advisor's fee schedules largely depend on which service is provided. Fees billed by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 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

107 Dorsett Drive
Salisbury, NC 28144

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NC Average: 88
Total Number of Accounts

75,222

NC Average: 3,892
Average Account Size

$326,438

NC 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

Eddy Snow Work History

Eddy has been registered as a financial advisor for 22 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 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 Eddy Snow 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

Sean Dambaugh
Mount Pleasant, SC
Kyle Lynch
Dallas, TX
William Sorrentino
Edison, NJ
Matthew Chirico
Stamford, CT
Jeffrey Desmarais
Shelton, CT
Brian Kelly
Houston, TX
Steven South
Selma, AL
Michael Stenach
Minneapolis, MN

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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