![Stephen Small, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
Stephen Small (CRD# 6076874) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greensburg, PA and has over 6 years of experience in the finance industry.
![Jay Adams, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 2799510
Osaic Wealth, Inc.
![Jonathan Adams, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 6271613
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Kevin Adams, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 2871138
Janney Montgomery Scott LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Oct 2017 - Current | 6 |
Axa Advisors, LLC | New York, NY | Oct 2017 - Jun 2020 | 2 |
Unemployed | Latrobe, PA | Jan 2017 - Oct 2017 | < 1 |
Stetson University | Deland, FL | Aug 2015 - Dec 2016 | 1 |
Surety Bank/invest Financial | Deland, FL | Sep 2015 - Aug 2016 | < 1 |
Stetson Unversity | Deland, FL | Aug 2011 - May 2015 | 3 |
Capital Portfolio Management | Lutherville, MD | Jul 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
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