Eric Dean, financial advisor Wellesley MA

Eric Dean

CRD Number: 6727781
Current Firm: Equitable Advisors, LLC

Eric Dean (CRD# 6727781) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Dec 2018 - Current 2
Axa Advisors, LLC New York, NY Dec 2018 - Jun 2020 1
Hornor Townsend & Kent Inc. Horsham, PA Nov 2016 - Dec 2018 2
Penn Mutual Life Insurance Horsham, PA Feb 2016 - Dec 2018 2
Babson College Wellesley, MA Jul 2010 - Jan 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Eric R. Dean
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CO
  • CT
  • FL
  • ME
  • NH
  • NY
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
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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