Nicole
Ramirez

Equitable Advisors, LLC

CRD#5263545
Investment Advisor
in Dallas, TX

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About this Advisor

Nicole Ramirez is a financial advisor working out of Dallas, Texas, with a total of 16 years of relevant experience. Ramirez is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Ramirez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Equitable Advisors, LLC is a financial advisory company that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It administers $25 billion in assets across its 75,222 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have more than $1 million in assets available to invest. Equitable Advisors, LLC performs 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. Financial advisory fees largely vary depending on the type of financial services offered. However, fee types charged by Equitable Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

16 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

12377 Merit Drive Suite 1500
Dallas, TX 75251

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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

Nicole Ramirez Work History

Nicole has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

Equitable Advisors, LLC

2006 - 2020 (14 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 Nicole Ramirez 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

Matthew Chirico
Stamford, CT
Brian Kelly
Houston, TX
Michael Stenach
Minneapolis, MN
William Sorrentino
Edison, NJ
Jeffrey Desmarais
Shelton, CT
Stephen Curlee
Franklin, TN
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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