Charles
Drake

Equitable Advisors, LLC

CRD#1992092
Investment Advisor
in Greenwood, SC

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About this Advisor

Charles Drake is a financial advisor who works in Greenwood, South Carolina who has 19 years of industry experience. Drake is currently employed by Equitable Advisors, LLC. During their career, Drake has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Drake holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, North Carolina, Ohio, South Carolina and Texas. Equitable Advisors, LLC is a financial advisory firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It manages $25 billion in total assets among its 75,222 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 customer accounts, 42% are held by high-net-worth investors who have more than $1 million in assets. Equitable Advisors, LLC provides a diverse range 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. Financial management fees largely are based on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 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

Office Location

301 A. Main Street
Greenwood, SC 29646

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

SC Average: 88
Total Number of Accounts

75,222

SC Average: 3,892
Average Account Size

$326,438

SC 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

Charles Drake Work History

Charles has been registered as a financial advisor for 19 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

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 Charles Drake 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

Clay Knuth
Tampa, FL
David Mebs
Conshohocken, PA
Brian Kelly
Houston, TX
Alex Osmond
Golden, CO
Jeffrey Desmarais
Shelton, CT
Matthew Turner
Syracuse, NY
Steven South
Selma, AL
Jennifer Farris
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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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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