David Hibshman, financial advisor Bala Cynwyd PA

David Hibshman

CRD Number: 1448985
Current Firm: Equitable Advisors, LLC

David Hibshman (CRD# 1448985) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 37 years of experience in the finance industry. David Hibshman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jun 2005 - Current 18
Axa Advisors, LLC New York, NY Jun 2005 - Jun 2020 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for David T. Hibshman
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • DE
  • FL
  • LA
  • MD
  • NJ
  • NY
  • NC
  • PA
  • RI
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
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

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