Stephen
Kaster
Equitable Advisors, LLC
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About this Advisor
Stephen Kaster is a financial advisor working in De Pere, Wisconsin with 30 years of industry experience. Kaster is an employee of Equitable Advisors, LLC. During their career, Kaster has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Kaster maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Michigan, Minnesota, Missouri, Nevada, New Jersey, North Carolina, Ohio, Oregon, Texas, Virginia, Washington and Wisconsin. Equitable Advisors, LLC is a registered investment business headquartered in New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It manages $25 billion in assets under management between its 75,222 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Equitable Advisors, LLC has 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. A financial advisor's fees usually depend on the financial services offered. Fee types charged by Equitable Advisors, LLC likely 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
Stephen Kaster Work History
Stephen has been registered as a financial advisor for 30 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 Stephen Kaster 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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