David
Deleon
Equitable Advisors, LLC
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About this Advisor
David Deleon is a financial advisor operating in Salt Lake City, Utah, with a total of 1 year of industry experience. Deleon is on the advisory team at Equitable Advisors, LLC. During their career, the advisor has held roles at E*Trade Securities LLC, Wells Fargo Home Mortgage, American Express, Axa LLC, Equitable Advisors, LLC and Equitable. Deleon holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Arkansas, Florida, New York, Ohio and Utah. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It manages $25 billion in assets under management between its 75,222 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides 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. A financial advisor's fees largely are based on which services are provided. However, fee types billed by Equitable Advisors, LLC may include 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
David Deleon Work History
David has been registered as a financial advisor for 1 years.*
Equitable
Equitable Advisors, LLC
Axa LLC
E*Trade Securities LLC
American Express
Wells Fargo Home Mortgage
*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 David Deleon 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
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Franklin, TN
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Selma, AL
Shelton, CT
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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