Robert
Powell

Equitable Advisors, LLC

CRD#366772
Investment Advisor
in Greenville, NC

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About this Advisor

Robert Powell is a financial advisor based in Greenville, North Carolina who has 22 years of relevant experience. Powell is an advisor for Equitable Advisors, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Powell holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Equitable Advisors, LLC is a firm based in New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It has $25 billion in total assets among its 75,222 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Equitable Advisors, LLC offers a diverse range 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. Fees for financial management largely depend on which service is provided. However, fee types charged by Equitable Advisors, LLC may include any blend of 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

1105 A Corporate Drive
Greenville, NC 27858

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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

Robert Powell Work History

Robert 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 Robert Powell 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

Willie Myles
Cary, NC
Matthew Chirico
Stamford, CT
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
Michael Stenach
Minneapolis, MN
William Sorrentino
Edison, NJ
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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