Equitable Advisors, LLC

Investment Advisor
in Southampton, PA

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About this Advisor

Brian Wells is a financial advisor who works in Southampton, Pennsylvania with 7 years of relevant experience. Wells is on the advisory team at Equitable Advisors, LLC. Over the course of their career, they have held roles at Metlife Securities Inc, Equitable Advisors, LLC, Axa Advisors, LLC, Mass Mutual Life Insurance Company and Metropolitan Life Insurance Company. Wells holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Delaware, Florida, New Jersey, New York and Pennsylvania. Equitable Advisors, LLC is a registered investment firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It handles $25 billion in assets across its 75,222 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in investable assets. Equitable Advisors, LLC offers a broad 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. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

361 Second Street Pike
Southampton, PA 18966

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management


PA Average: $7,464,549,021
Total Number of Employees


PA Average: 88
Total Number of Accounts


PA Average: 3,892
Average Account Size


PA 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

Brian Wells Work History

Brian has been registered as a financial advisor for 7 years.*

2016 - Present (7 years)

Equitable Advisors, LLC

2016 - 2020 (4 years)

Axa Advisors, LLC

2016 - 2016 (< 1 year)

Mass Mutual Life Insurance Company

2011 - 2016 (5 years)

Metlife Securities Inc

2011 - 2016 (5 years)

Metropolitan Life Insurance Company

*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.


Please visit the SEC profile of Brian Wells 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

Brian Kelly
Houston, TX
David Mebs
Conshohocken, PA
Sean Dambaugh
Mount Pleasant, SC
Gerald Grant
Falls Church, VA
Jeffrey Desmarais
Shelton, CT
Alex Osmond
Golden, CO
Willie Myles
Cary, NC
Matthew Chirico
Stamford, 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

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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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