Lorin
Elizalde
Equitable Advisors, LLC
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About this Advisor
Lorin Elizalde is a financial advisor based in San Antonio, Texas. Elizalde currently works for Equitable Advisors, LLC. Over the course of their career, Elizalde has held roles at University Of Tx At San Antonio, Boerne Champion High School, Axa Advisors, LLC, Charles Schwab & Co., Inc and Equitable Advisors, LLC. Elizalde has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Equitable Advisors, LLC is an advisory company operating out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in assets under management between its 75,222 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth clients who have more than $1 million in investable assets. Equitable Advisors, LLC 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. Fees for financial management usually are based on which services are provided. Fee types charged by Equitable Advisors, LLC likely consist of 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
$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
Lorin Elizalde Work History
Lorin has been registered as a financial advisor for 0 years.*
Equitable Advisors, LLC
Charles Schwab & Co., Inc
Axa Advisors, LLC
University Of Tx At San Antonio
Boerne Champion High School
*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 Lorin Elizalde 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
Falls Church, VA
Dallas, TX
Stamford, CT
Mount Pleasant, SC
Franklin, TN
Houston, TX
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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