Trevor
Owens
Equitable Advisors, LLC
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About this Advisor
Trevor Owens is a financial advisor working in Raleigh, North Carolina. Owens is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Arizona University, Udr, Inc, Gibson Sotheby'S International Realty, Greenville Swamp Rabbits, Jmf Properties, Northeastern University, Lifetime Athletic, New Jersey Hitman, Carolina Jr. Hurricanes Hockey Association and The Perfect Conduit LLC. Owens has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Equitable Advisors, LLC is a company that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It handles $25 billion in assets across its 75,222 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have greater than $1 million in investable assets. Equitable Advisors, LLC offers 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. Financial advisory fee schedules largely vary depending on which services are offered. However, fee types charged by Equitable Advisors, LLC can include 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
Trevor Owens Work History
Trevor has been registered as a financial advisor for 0 years.*
Equitable Advisors, LLC
Carolina Jr. Hurricanes Hockey Association
The Perfect Conduit LLC
Arizona University
Udr, Inc
Gibson Sotheby'S International Realty
Greenville Swamp Rabbits
Northeastern University
Lifetime Athletic
Jmf Properties
Northeastern University
New Jersey Hitman
*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 Trevor Owens 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
Edison, NJ
Golden, CO
Franklin, TN
Trussville, AL
Stamford, CT
Houston, TX
Selma, AL
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.
