Tara
Myers
Equitable Advisors, LLC
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About this Advisor
Tara Myers is a financial advisor working out of Columbus, Ohio who has 2 years of relevant experience. Myers is an employee of Equitable Advisors, LLC. During their career, Myers has held roles at Equitable Advisors, LLC, Anthony Insana, Asa Cox Homes, Vale Roofing Company, Newark Element 14, Keller Williams, Kohls, Kent State University and James Tea. Myers holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Equitable Advisors, LLC is a financial advisory company operating out of New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It controls $25 billion in total assets across its 75,222 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% are held by high-net-worth clients who have more than $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 charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Equitable Advisors, LLC likely consist of 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
Tara Myers Work History
Tara has been registered as a financial advisor for 2 years.*
Equitable Advisors, LLC
Anthony Insana
Asa Cox Homes
Vale Roofing Company
Newark Element 14
Keller Williams
Kent State University
Kohls
James Tea
*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 Tara Myers 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
Houston, TX
New York, NY
Stamford, CT
Mount Pleasant, SC
Golden, CO
Tampa, FL
Selma, AL
Franklin, TN
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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