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Jane Lynn Smith

EQUITABLE ADVISORS, LLC·NEW YORK, New York
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1345 AVENUE OF THE AMERICAS, NEW YORK, NY 10105CRD# 2158938Firm CRD# 6627
01

About

Jane Lynn Smith is a registered financial advisor based in NEW YORK, New York, affiliated with EQUITABLE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EQUITABLE ADVISORS, LLC
EQUITABLE ADVISORS, LLC
AUM
$32.3B
Regulatory assets under management
Employees
5565
Total firm employees
View all advisors at EQUITABLE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2158938
Firm CRD# 6627
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jane Lynn Smith offer?
Jane Lynn Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Jane Lynn Smith's credentials?
Jane Lynn Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Lynn Smith located?
Jane Lynn Smith is based in NEW YORK, New York, working with EQUITABLE ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Jane Lynn Smith charge for services?
Jane Lynn Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUITABLE ADVISORS, LLC?
EQUITABLE ADVISORS, LLC has approximately 5565 employees and manages $32.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUITABLE ADVISORS, LLC

Maurya Crawford Keating
NEW YORK, NY
Ronald Paul Herrmann
NEW YORK, NY
Aaron Joseph Sarfatti
NEW YORK, NY
Alyssa Dawn Garrick
NEW YORK, NY
Amy Janine Radin
NEW YORK, NY
Anders Bjorn Malmstrom
NEW YORK, NY

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