Corwyn
Yeske

Equitable Advisors, LLC

CRD#7691437
Investment Advisor
in Fort Worth, TX

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About this Advisor

Corwyn Yeske is a financial advisor operating out of Fort Worth, Texas. Yeske is an employee of Equitable Advisors, LLC. During their career, the advisor has held roles at Equitable Advisors, LLC, Csn LLC, Doug'S Repair, Domino'S Pizza, Research And Business Development Center, Jones Investment Group - Power Of 2 Realty and Brigham Young University Id. Yeske maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It has $25 billion in assets under management between its 75,222 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have at least $1 million in investable assets. Equitable Advisors, LLC provides 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. A financial advisor's fees usually depend on which service is provided. Fee types billed by Equitable Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

801 Cherry Street Suite 2300
Fort Worth, TX 76102

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

TX Average: 88
Total Number of Accounts

75,222

TX Average: 3,892
Average Account Size

$326,438

TX 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

Corwyn Yeske Work History

Corwyn has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Equitable Advisors, LLC

2021 - Present (3 years)

Csn LLC

2020 - 2021 (1 year)

Doug'S Repair

2019 - 2020 (1 year)

Domino'S Pizza

2019 - 2019 (< 1 year)

Research And Business Development Center

2015 - 2016 (1 year)

Jones Investment Group - Power Of 2 Realty

2015 - 2020 (5 years)

Brigham Young University Id

2011 - 2019 (8 years)

Csn 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 Corwyn Yeske 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

William Sorrentino
Edison, NJ
David Reed
Morristown, NJ
Jennifer Farris
Trussville, AL
Michael Stenach
Minneapolis, MN
Jeffrey Desmarais
Shelton, CT
Michael Gentile
Oak Brook, IL
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

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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