Scott
Graham

Equitable Advisors, LLC

CRD#3225187
Investment Advisor
in Greensboro, NC

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About this Advisor

Scott Graham is a financial advisor based out of Greensboro, North Carolina with 22 years of industry experience. Graham currently works for Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Graham maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Equitable Advisors, LLC is a registered investment business operating out of New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It administers $25 billion in assets between its 75,222 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth individuals who have at least $1 million in investable assets. Equitable Advisors, LLC performs a diverse set 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. Financial management fee schedules largely vary depending on which service is provided. However, fees charged by Equitable Advisors, LLC can be comprised 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

1175 Lower, Suite 25 Revolution Mill Drive
Greensboro, NC 27405

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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

Scott Graham Work History

Scott 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 Scott Graham 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

Michael Gentile
Oak Brook, IL
Michael Ramos
Milwaukee, WI
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
Joseph Guarino
New York, NY
Alison Rhodes
Andalusia, AL
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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