Alyssa Klauder, financial advisor Bala Cynwyd PA

Alyssa Klauder

CRD Number: 6951708
Current Firm: Equitable Advisors, LLC

Alyssa Klauder (CRD# 6951708) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Bala Cynwyd PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Peter Gaertner, financial advisor Bala Cynwyd PA
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management LLC
Similar Advisors
Mark Abbonizio, financial advisor Bala Cynwyd PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Mar 2021 - Current 1
Equitable Advisors LLC New York, NY Jan 2021 - Current 1
Equitable Advisors, LLC New York, NY Jul 2019 - Nov 2020 1
Axa Advisors, LLC New York, NY Jul 2019 - Jun 2020 < 1
Temple University Philadelphia, PA Aug 2018 - May 2019 < 1
Temple University Philadelphia, PA Aug 2015 - May 2019 3
Cambridge Investment Research, Inc. Fairfield, IA Jul 2018 - Nov 2018 < 1
Calle Financial Network, LLC Fairfield, IA May 2018 - Nov 2018 < 1
Rita's Italian Ice Penndel, PA Mar 2014 - Sep 2018 4
American Statistical Association Philadelphia, PA Dec 2016 - May 2018 1
Educational Data Systems, Inc. (edsi) Bristol, PA May 2017 - Aug 2017 < 1
Neshaminy High School Langhorne, PA Aug 2011 - Jun 2015 3
Granados Dental And Associates Newtown, PA Jan 2013 - Apr 2013 < 1
Sesame Place Langhorne, PA Dec 2012 - Jan 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Alyssa J. Klauder
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    24,117
    MILLIONS
  • Total Number of Accounts
    74,518
    ACCOUNTS
  • Average Account Value
    $323,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.