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Anthony Chiarelli is an investment advisor representative with Equitable Advisors, LLC. Anthony is based in Erie, PA, and has been in the financial services industry since March 4, 2019. Anthony holds the Series 66, Series 7TO, and Series 24 licenses. Anthony is registered to provide investment advice in Florida, Maryland, New York, Ohio, Pennsylvania, South Carolina, Texas, and Washington. Equitable Advisors, LLC is a registered investment advisor that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm is based in New York, NY, and has approximately 141,324 clients. The firm manages approximately $32.3 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/08/2019 - Present
Equitable Advisors, LLC (ERIE PA)
BOTH
Issued 03/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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