Ariel
Meredith
Equitable Advisors, LLC
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About this Advisor
Ariel Meredith is a financial advisor working out of Bala Cynwyd, Pennsylvania with a total of 1 year of industry experience. Meredith currently works for Equitable Advisors, LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Dental Nachos/Rittenhouse Consulting LLC, Pennington Dental Associates, Robert Tartaglione Dds, Growthplug, Serang Dental, Solution Reach, Premier Dentistry Of Philadelphia, Dental Solutions Of Bala Cynwyd, Acron Dental Associates and Sunshine Dentistry. Meredith has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Delaware, Indiana, New Jersey and Pennsylvania. Equitable Advisors, LLC is a registered investment business based in New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It oversees $25 billion in assets under management among its 75,222 accounts, making it one of 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 at least $1 million in investable assets. Equitable Advisors, LLC offers a wide array 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. Fees charged by financial advisors usually vary depending on the services. Fee types billed by Equitable Advisors, LLC may include some blend 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
Ariel Meredith Work History
Ariel has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Robert Tartaglione Dds
Dental Nachos/Rittenhouse Consulting LLC
Growthplug
Pennington Dental Associates
Dental Nachos/Rittenhouse Consulting LLC
Serang Dental
Solution Reach
Premier Dentistry Of Philadelphia
Dental Solutions Of Bala Cynwyd
Acron Dental Associates
Sunshine Dentistry
*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 Ariel Meredith 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
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Minneapolis, MN
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Mount Pleasant, SC
Falls Church, VA
Selma, AL
Shelton, CT
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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