Thomas
Bryan

Equitable Advisors, LLC

CRD#6873628
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Thomas Bryan is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Equitable Advisors, LLC. Thomas has previously held positions at Axa Advisors, LLC, Asset Map, 315 Inc, City Of Philadelphia Law Dept, Rga Wealth Strategies, Thomas L. Bryan Esq., Attorney At Law, and Equitable Advisors, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Maryland, Missouri, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wyoming. Currently, Thomas is part of Equitable Advisors, LLC, which operates out of Bala Cynwyd, 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

Series 66

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

40 Monument Rd. Ste. 107
Bala Cynwyd, PA 19004

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

PA Average: 88
Total Number of Accounts

79,686

PA Average: 3,892
Average Account Size

$373,668

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

Thomas Bryan Work History

2017 - Present (7 years)

Rga Wealth Strategies

2017 - Present (7 years)

Equitable Advisors, LLC

2008 - Present (16 years)

Thomas L. Bryan Esq., Attorney At Law`

2017 - 2020 (3 years)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

Asset Map

2015 - 2017 (2 years)

315 Inc

2011 - 2015 (4 years)

City Of Philadelphia Law Dept

Disclosures

Please visit the SEC profile of Thomas Bryan 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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