Jennifer
Pianelli
Equitable Advisors, LLC
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About this Advisor
Jennifer Pianelli is a financial advisor operating in Raleigh, North Carolina. Pianelli is an advisor for Equitable Advisors, LLC. Pianelli has gained experience at Equitable Advisors LLC, The Cowfish Sushi Burger Restaurant, Envision Science Academy, Moore Square Middle School, Buffalo Wild Wings, Eastern Guilford Middle School and Ruby Tuesdays. Pianelli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Equitable Advisors, LLC is a financial advisory company that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets under management between its 75,222 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs 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 for financial management typically vary depending on the type of financial services provided. However, fees billed by Equitable Advisors, LLC likely 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
Jennifer Pianelli Work History
Jennifer has been registered as a financial advisor for 0 years.*
Equitable Advisors LLC
The Cowfish Sushi Burger Restaurant
Envision Science Academy
Moore Square Middle School
Buffalo Wild Wings
Eastern Guilford Middle School
Ruby Tuesdays
*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 Jennifer Pianelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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