Stephen
Small
Equitable Advisors, LLC
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About this Advisor
Stephen Small is a financial advisor based in Greensburg, Pennsylvania, working with Equitable Advisors, LLC. Stephen has previously held positions at Surety Bank/Invest Financial, Stetson University, Capital Portfolio Management, Axa Advisors, LLC, and Equitable Advisors, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Maryland, Pennsylvania, and Virginia. Currently, Stephen is part of Equitable Advisors, LLC, which operates out of Greensburg, Pennsylvania. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
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
Stephen Small Work History
Equitable Advisors, LLC
Axa Advisors, LLC
Surety Bank/Invest Financial
Stetson University
Capital Portfolio Management
Stetson Unversity
Disclosures
Please visit the SEC profile of Stephen Small 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
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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