Huy Le, financial advisor Mount Pleasant SC

Huy Le

CRD Number: 5944298
Current Firm: Equitable Advisors, LLC

Huy Le (CRD# 5944298) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mount Pleasant, SC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors LLC New York, NY Sep 2022 - Current 1
Edward Jones St.louis, MO Aug 2019 - Sep 2022 3
Newport Group, Inc. Walnut Creek, CA Aug 2017 - May 2019 1
Newport Group Securities, Inc. Lake Mary, FL Aug 2017 - May 2019 1
Newport Group Consulting, Inc. Lake Mary, FL Aug 2017 - May 2019 1
Ubs Financial Services Inc. Bonita Springs, FL May 2014 - Aug 2017 3
Bank Of America, N.a. Bonita Springs,, FL Jun 2013 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Huy Le
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • NY
  • SC
  • TX
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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