Thomas
Bryan
Equitable Advisors, LLC
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About this Advisor
Thomas Bryan is a financial advisor operating in Bala Cynwyd, Pennsylvania with 6 years of relevant experience. Bryan is an employee of Equitable Advisors, LLC. During their career, Bryan has held roles 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. Bryan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work 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. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 financial advisors. It manages $25 billion in total assets between its 75,222 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a number of services, including 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 are based on which service is offered. Fees billed by Equitable Advisors, LLC can 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
Thomas Bryan Work History
Thomas has been registered as a financial advisor for 6 years.*
Rga Wealth Strategies
Equitable Advisors, LLC
Thomas L. Bryan Esq., Attorney At Law`
Axa Advisors, LLC
Asset Map
315 Inc
City Of Philadelphia Law Dept
*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 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
Houston, TX
Golden, CO
Cary, NC
Minneapolis, MN
Franklin, TN
New York, NY
Selma, AL
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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