Gavin
Harpst
Equitable Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gavin Harpst is a financial advisor based in Charlotte, North Carolina with a total of 2 years of relevant experience. Harpst currently works for Equitable Advisors, LLC. During their career, Harpst has held roles at Equitable Advisors, LLC, Southern Distilling, Staples, We Sell Mats, Clemson University, Blackbridge Financial, University Of South Carolina, York County School District and Equitable. Harpst has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas, Florida, Michigan, North Carolina and South Carolina. Equitable Advisors, LLC is a registered investment business headquartered in New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in total assets between its 75,222 accounts, placing it among the largest 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 individuals who have more than $1 million in assets available to invest. Equitable Advisors, LLC provides 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Equitable Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Gavin Harpst Work History
Gavin has been registered as a financial advisor for 2 years.*
Equitable
Equitable Advisors, LLC
Southern Distilling
Staples
We Sell Mats
Clemson University
Blackbridge Financial
University Of South Carolina
York County School District
*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 Gavin Harpst 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
Conshohocken, PA
Cary, NC
Mount Pleasant, SC
New York, NY
New York, NY
Selma, AL
Franklin, TN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
