Henry
Webb

Equitable Advisors, LLC

CRD#7801467
Investment Advisor
in Bellevue, WA

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About this Advisor

Henry Webb is a financial advisor based in Bellevue, Washington, working with Equitable Advisors, LLC. Henry has previously held positions at Equitable Advisors, LLC, Geico, Amazon, Carpenter Novelties, Oregon State University, Five Guys, Pacific Seafoods, Muscle Matrix Gym, Mount St. Helena Brewery, and Middletown High School. Henry has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Henry is part of Equitable Advisors, LLC, which operates out of Bellevue, Washington. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

10500 Ne 8Th Street Suite 1600
Bellevue, WA 98004

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

WA Average: 88
Total Number of Accounts

79,686

WA Average: 3,892
Average Account Size

$373,668

WA 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

Henry Webb Work History

2023 - Present (1 year)

Equitable Advisors, LLC

2023 - 2023 (< 1 year)

Geico

2022 - 2023 (1 year)

Amazon

2020 - 2022 (2 years)

Carpenter Novelties

2018 - 2019 (1 year)

Five Guys

2017 - 2022 (5 years)

Oregon State University

2017 - 2017 (< 1 year)

Pacific Seafoods

2016 - 2016 (< 1 year)

Mount St. Helena Brewery

2015 - 2017 (2 years)

Muscle Matrix Gym

2013 - 2015 (2 years)

Middletown High School

Disclosures

Please visit the SEC profile of Henry Webb 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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