Stephen Dunbar, III, JD, financial advisor Atlanta GA

Stephen Dunbar, III, JD

CRD Number: 3061397
Current Firm: Equitable Advisors, LLC
Compensation Model: Fee Only
Stephen Dunbar (CRD# 3061397) is an Investment Advisor Representative working at Axa Advisors, LLC in Morristown, NJ and has over 5 years of experience in the finance industry.
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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jan 2010 - Current 14
Axa Advisors, LLC New York, NY Jan 2010 - Jun 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Disclosure Information

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
Contact Info for Stephen B. Dunbar, III, JD
Phone Number: 212-314-4600
Advisor Website: http://www.axamorristown.com
Firm Website: http://equitable.com
Registered State(s):
  • AL
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MD
  • MI
  • NJ
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
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
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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