Tony Richardson, financial advisor Charlotte NC

Tony Richardson

CRD Number: 3183971
Current Firm: Equitable Advisors, LLC

Tony Richardson (CRD# 3183971) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Sep 2014 - Current 10
Axa Advisors LLC New York, NY Sep 2014 - Jun 2020 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Tony Richardson
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    32,266
    MILLIONS
  • Total Number of Accounts
    81,035
    ACCOUNTS
  • Average Account Value
    $398,177
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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