Thomas Marchant, financial advisor Honolulu HI

Thomas Marchant

CRD Number: 6772723
Current Firm: Equitable Advisors, LLC

Thomas Marchant (CRD# 6772723) is an Investment Advisor Representative working at Equitable Advisors, LLC in Honolulu, HI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Oct 2019 - Current 1
Axa Advisors, LLC New York, NY Oct 2019 - Jun 2020 < 1
Unemployed Honolulu, HI Aug 2019 - Sep 2019 < 1
Allstate Insurance Company Honoluul, HI Aug 2018 - Jul 2019 < 1
Nylife Securities LLC Honolulu, HI Apr 2017 - Jul 2018 1
New York Life Insurance Co Honolulu, HI Mar 2017 - Jul 2018 1
Marchant Ha LLC Waipahu, HI Feb 2012 - May 2017 5
Unemployed Waipahu, HI Dec 2016 - Mar 2017 < 1
Wells Fargo Bank Na Minneapolis, MN Jun 2005 - Dec 2016 11
Us Naval Reserves Millington, TN May 1989 - Dec 2010 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Thomas O. Marchant
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AZ
  • AR
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MO
  • NV
  • NM
  • OH
  • PA
  • SC
  • UT
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    17,885
    MILLIONS
  • Total Number of Accounts
    55,098
    ACCOUNTS
  • Average Account Value
    $324,607
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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