Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4070 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

The firm offers both fee and non-fee financial planning programs. Fees for seminars and corporate financial planning are negotiable. Asset management services are fee-based, with fees paid to TAMPs or LPL Financial, a portion of which may be shared with Equitable Advisors. The brochure mentions that the advisory fee chart has been updated to reflect current fee minimums and maximums paid to Equitable Advisors and to reflect the current programs offered.

Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningDivorce PlanningTax Planning
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Advisor Information

Office location

90 Woodbridge Center Drive, 7th Floor, Woodbridge, NJ, 07095

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2022
Final
Customer Dispute
August 2018
Denied
Other Business ActivitiesSells Insurance

Aaron is involved in an outside insurance business. The details of this business are not specified in the provided text.

Employment History
Current Registrations
Equitable Advisors, LLC
June 2015 - Present · 10 yrs 7 mos
Equitable Advisors, LLC
January 2015 - Present · 11 yrs
Equitable Advisors, LLC Broker
January 2015 - Present · 11 yrs
State Registrations18 states
CACOCTDEFLGAILLAMAMINCNHNJNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.