Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (2024)

Equitable Advisors, LLC

CRD#7217139

Investment Advisor

in Sheridan, WY

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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

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2161 Coffeen Ave Suite 602

Sheridan, WY 82801

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Equitable Advisors, LLC Brokerage Details

Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (1)

Total Assets Under Management

$24,555,313,983

WY Average: $7,464,549,021

Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (2)

Total Number of Employees

5,251

WY Average: 88

Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (3)

Total Number of Accounts

75,222

WY Average: 3,892

Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (4)

Average Account Size

$326,438

WY Average: $1,917,921

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.*

2020 - Present (4 years)

Equitable Advisors, LLC

2020 - 2020 (< 1 year)

Axa Advisors

2017 - 2020 (3 years)

Fortner, Bayens, Levkulich & Garrison, P.C

2017 - 2017 (< 1 year)

Dish Network

2014 - 2016 (2 years)

University Of Denver

2013 - 2014 (1 year)

Lory Student Center

2009 - 2014 (5 years)

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

Willie Myles
Cary, NC

Matthew Chirico
Stamford, CT

Stephen Curlee
Franklin, TN

Jennifer Farris
Trussville, AL

Michael Stenach
Minneapolis, MN

William Sorrentino
Edison, NJ

Steven South
Selma, AL

Jeffrey Desmarais
Shelton, CT

Learn more about Equitable Advisors, LLC

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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Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (5)

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Kaitlyn Garrison | Financial Advisor - Equitable Advisors, LLC (2024)
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