Lindsey
Wedner

Equitable Advisors, LLC

CRD#5965660
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Lindsey Wedner is a financial advisor who works out of Pittsburgh, Pennsylvania, with a total of 11 years of experience as a financial advisor. Wedner is on the advisory team at Equitable Advisors, LLC. During their career, Wedner has held roles at Equitable Advisors, LLC and Axa Advisors, LLC. Wedner holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland, Pennsylvania and Virginia. Equitable Advisors, LLC is an advisory company that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in 867 locations and a total of 5,450 people on staff. It handles $28 billion in assets between its 70,048 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 166 charities and foundations. Of its 70,048 client accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a wide array 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. A financial advisor's fee schedules largely are based on which service is offered. However, fee types charged by Equitable Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

2345 Murray Ave Suite 320
Pittsburgh, PA 15217

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$27,972,405,590

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

5,450

PA Average: 88
Total Number of Accounts

70,048

PA Average: 3,892
Average Account Size

$399,332

PA Average: $1,917,921

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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

Lindsey Wedner Work History

Lindsey has 11 years of experience.

2011 - Present (12 years)

Equitable Advisors, LLC

2011 - 2020 (9 years)

Axa Advisors, LLC

Disclosures

Lindsey Wedner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Equitable Advisors, LLC

Stephanie Chang
Syracuse, NY
J Raschke
Chattanooga, TN
Weston Meyers
Roanoke, VA
Steve Felsen
Woodland Hills, CA
Cameron Michalski
Dallas, TX
Laura Scherwitz
Charlotte, NC
William Nichols
Austin, TX
William Stiles
St. Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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