Robert
Mcfarland
Equitable Advisors, LLC
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About this Advisor
Robert Mcfarland is a financial advisor based out of Bethlehem, Pennsylvania with a total of 20 years of relevant experience. Mcfarland is on the advisory team at Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Mcfarland has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Connecticut, Delaware, Florida, Kentucky, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Texas and Utah. Equitable Advisors, LLC is a financial advisory business operating out of New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in assets under management between its 75,222 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm provides 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. Financial advisory fee schedules usually vary depending on which services are provided. Fee types billed by Equitable Advisors, LLC likely include some blend 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
Robert Mcfarland Work History
Robert has been registered as a financial advisor for 20 years.*
Equitable Advisors, LLC
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 Robert Mcfarland 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
Stamford, CT
Falls Church, VA
Minneapolis, MN
Edison, NJ
Franklin, TN
Mount Pleasant, SC
Shelton, CT
Trussville, AL
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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