Christopher
Strivieri

Equitable Advisors, LLC

CRD#2248171
Investment Advisor
in Newtown, PA

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About this Advisor

Christopher Strivieri is a financial advisor based in Newtown, Pennsylvania who has 21 years of industry experience. Strivieri is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Strivieri maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Wyoming. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets under management among its 75,222 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Equitable Advisors, LLC has a number 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 vary depending on which services the firm provides the client. Fee types billed by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 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

760 Newtown-Yardley Road Suite 114B
Newtown, PA 18940

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

PA Average: 88
Total Number of Accounts

75,222

PA Average: 3,892
Average Account Size

$326,438

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

Christopher Strivieri Work History

Christopher has been registered as a financial advisor for 21 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

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 Christopher Strivieri 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

William Sorrentino
Edison, NJ
Alex Osmond
Golden, CO
Jennifer Farris
Trussville, AL
Michael Stenach
Minneapolis, MN
Gerald Grant
Falls Church, VA
Kyle Lynch
Dallas, TX
Jeffrey Desmarais
Shelton, CT
Stephen Curlee
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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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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