Julian Fensterheim, financial advisor New York NY

Julian Fensterheim

CRD Number: 6225234
Current Firm: Equitable Advisors, LLC

Julian Fensterheim (CRD# 6225234) is an Investment Advisor Representative working at Equitable Advisors, LLC in New York, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Aug 2013 - Current 11
Axa Advisors, LLC New York, NY Aug 2013 - Jun 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Julian Fensterheim
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MD
  • MI
  • MS
  • NV
  • NJ
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI
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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