Bryan
Lane
Equitable Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bryan Lane is a financial advisor working in Powell, Ohio with a total of 14 years of relevant experience. Lane is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Lane maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida, Indiana, Michigan, Ohio and Pennsylvania. Equitable Advisors, LLC is a financial advisory firm headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It manages $25 billion in total assets among its 75,222 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth individuals who have at least $1 million in assets. Equitable Advisors, LLC has a wide assortment 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 advisory services typically are based on which service is provided. Fees billed by Equitable Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Bryan Lane Work History
Bryan has been registered as a financial advisor for 14 years.*
Equitable Advisors, LLC
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 Bryan Lane 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
New York, NY
Tampa, FL
Houston, TX
Dallas, TX
Mount Pleasant, SC
Golden, CO
Stamford, CT
Falls Church, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
