Ross
Martin
Equitable Advisors, LLC
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About this Advisor
Ross Martin is a financial advisor based out of Portland, Oregon with 1 year of relevant experience. Martin is an advisor for Equitable Advisors, LLC. Over the course of their career, Martin has held roles at Equitable Advisors, LLC, Father'S House Church, Tri Counties Bank, Shasta County Office Of Education, Redding Parks And Recreation, Turtle Bay School, Shasta Union Elementary School, Bethel United Methodist Church, West Wood Take And Bake and Redding Christian Fellowship. Martin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Washington. Equitable Advisors, LLC is a company that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It administers $25 billion in total assets between its 75,222 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has 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. Fees for financial management are based on which services are offered. However, fee types billed by Equitable Advisors, LLC most likely consist of any combination 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
Ross Martin Work History
Ross has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Father'S House Church
Tri Counties Bank
Shasta County Office Of Education
Redding Parks And Recreation
Turtle Bay School
Shasta Union Elementary School
Bethel United Methodist Church
West Wood Take And Bake
Redding Christian Fellowship
*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 Ross Martin 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
Edison, NJ
Mount Pleasant, SC
Trussville, AL
Golden, CO
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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