James
Chadwell
Equitable Advisors, LLC
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About this Advisor
James Chadwell is a financial advisor who works out of Fairmont, West Virginia with 23 years of industry experience. Chadwell currently works for Equitable Advisors, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Chadwell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Georgia, Idaho, Maryland, Ohio, Pennsylvania, Virginia and West Virginia. Equitable Advisors, LLC is a registered investment business that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 advisors. It administers $25 billion in total assets among its 75,222 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, such as 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 fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC likely include any combination of 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
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$24,555,313,983
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5,251
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75,222
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$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
James Chadwell Work History
James has been registered as a financial advisor for 23 years.*
Equitable Advisors, LLC
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 James Chadwell 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
Edison, NJ
Falls Church, VA
Cary, NC
Minneapolis, MN
Franklin, TN
Mount Pleasant, SC
Selma, AL
Trussville, AL
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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