Erik AdenCRD Number: 4758589
Current Firm: Equitable Advisors, LLC
Erik Aden (CRD# 4758589) is an Investment Advisor Representative working at Equitable Advisors, LLC in Omaha, NE and has over 18 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Equitable Advisors, LLC||New York, NY||Feb 2004 - Current||19|
|Axa Advisors, LLC||New York, NY||Feb 2004 - Jun 2020||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2004|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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