John
Rowe

Equitable Advisors, LLC

CRD#5938955
Investment Advisor
in Austin, TX

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About this Advisor

John Rowe is a financial advisor working in Austin, Texas, with 4 years of relevant experience. Rowe currently works for Equitable Advisors, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Family Heritage and Equitable Advisors, LLC. Rowe has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Kentucky, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas and Washington. Equitable Advisors, LLC is a registered investment company operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets between its 75,222 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a broad assortment 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 typically depend on the type of services offered. However, fees billed by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

8911 N. Capital Of Texas Highway Bldg 4, Suite4350
Austin, TX 78759

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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

John Rowe Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Axa Advisors, LLC

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2019 (2 years)

Bank Of America, N.A

2017 - 2017 (< 1 year)

Family Heritage

2012 - 2017 (5 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 John Rowe 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

Sean Dambaugh
Mount Pleasant, SC
Brian Kelly
Houston, TX
William Sorrentino
Edison, NJ
Matthew Chirico
Stamford, CT
Stephen Curlee
Franklin, TN
Gerald Grant
Falls Church, VA
Steven South
Selma, AL
Willie Myles
Cary, NC

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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