Kaitlyn
Garrison
Equitable Advisors, LLC
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About this Advisor
Kaitlyn Garrison is a financial advisor working in Sheridan, Wyoming with a total of 3 years of relevant experience. Garrison is an employee of Equitable Advisors, LLC. The advisor has gained experience at Fortner, Bayens, Levkulich & Garrison, P.C, Dish Network, University Of Denver, Lory Student Center, Colorado State University, Axa Advisors and Equitable Advisors, LLC. Garrison maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Colorado, South Carolina and Wyoming. Equitable Advisors, LLC is a financial advisory firm operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets between its 75,222 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a number 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 fee schedules typically are based on which services the firm provides the client. However, fees billed by Equitable Advisors, LLC can be comprised 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
Kaitlyn Garrison Work History
Kaitlyn has been registered as a financial advisor for 3 years.*
Equitable Advisors, LLC
Axa Advisors
Fortner, Bayens, Levkulich & Garrison, P.C
Dish Network
University Of Denver
Lory Student Center
Colorado State University
*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 Kaitlyn Garrison 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
Mount Pleasant, SC
Houston, TX
Cary, NC
Edison, NJ
Franklin, TN
Falls Church, VA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
