Muni
Bhambri
Equitable Advisors, LLC
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About this Advisor
Muni Bhambri is a financial advisor based in Charlotte, North Carolina, working with Equitable Advisors, LLC. Muni has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Regency Insurance, UBS Financial Services Inc, Corey Wilson Insurance Agency, Uber, TIAA, TIAA-CREF Individual & Institutional Services, LLC, AXA Equitable, AXA Advisors, LLC, and Equitable Advisors, LLC. Muni has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Muni is part of Equitable Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
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
Muni Bhambri Work History
Equitable Advisors, LLC
Equitable Advisors, LLC
Axa Equitable
Axa Advisors, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Transamerica Financial Advisors, Inc
Ubs Financial Services Inc
Corey Wilson Insurance Agency
Uber
World Financial Group, Inc
Regency Insurance
Disclosures
Please visit the SEC profile of Muni Bhambri 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
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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