Colton
Whitaker
Equitable Advisors, LLC
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About this Advisor
Colton Whitaker is a financial advisor based in Milwaukee, Wisconsin. Whitaker is an advisor for Equitable Advisors, LLC. During their career, the advisor has held roles at Equitable Advisors, Miura Boiler, Boiler Technologies Unlimited, Generac Power Systems, College Works Painting, University Of Wisconsin Whitewater, Milwaukee Sprayer Manufacturing Co., Inc, Quest Engineering and Olde Cedar Inn. Whitaker holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Equitable Advisors, LLC is an advisory company that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets across its 75,222 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Equitable Advisors, LLC has a diverse assortment 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. A financial advisor's fees typically vary depending on which services are provided. However, fees charged by Equitable Advisors, LLC may include some 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
$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
Colton Whitaker Work History
Colton has been registered as a financial advisor for 0 years.*
Equitable Advisors
Miura Boiler
Boiler Technologies Unlimited
College Works Painting
University Of Wisconsin Whitewater
Milwaukee Sprayer Manufacturing Co., Inc
Quest Engineering
Olde Cedar Inn
Generac Power Systems
*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 Colton Whitaker 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
New York, NY
Conshohocken, PA
Falls Church, VA
Dallas, TX
Shelton, CT
New York, NY
Selma, AL
Mount Pleasant, SC
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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