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Gardner Bogle

Equitable Advisors, LLC

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About Gardner Bogle

Gardner Bogle is a registered representative with Equitable Advisors, LLC. Gardner has been in the securities industry since January 19, 1993 and has experience with a wide range of financial products and services. Gardner is licensed to offer securities and investment advice in both New Jersey and Florida. Gardner previously worked with several firms including Santander Securities LLC, J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Raymond James & Associates, Inc. Gardner is a dedicated professional with the skills and experience to help clients achieve their financial goals.

Firm Information

Gardner Bogle is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gardner Bogle’s Registration & Firm History

NJ

03/28/2023 - Present

Equitable Advisors, LLC (WOODBRIDGE NJ)

NJ

12/11/2017 - 10/16/2019

SANTANDER SECURITIES LLC (PALISADES PARK NJ)

NY

10/01/2012 - 04/13/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/23/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

06/14/2010 - 08/08/2012

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

11/13/2008 - 03/30/2010

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

05/12/2003 - 09/08/2008

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

10/03/2002 - 04/16/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

11/27/2001 - 10/18/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/27/2001 - 10/18/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

FL

10/17/2000 - 04/19/2001

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

01/04/1999 - 10/18/2000

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

07/06/1998 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

AR

09/25/1996 - 06/12/1998

MASTERS FINANCIAL GROUP, INC. (LITTLE ROCK AR)

TN

11/28/1990 - 09/10/1996

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

AR

11/16/1990 - 12/01/1990

MASTERS FINANCIAL GROUP, INC. (LITTLE ROCK AR)

NA

09/22/1988 - 11/27/1990

ALLISON, ROSENBLUM & HANNAHS, INC.

NA

03/22/1988 - 09/27/1988

UNITED CAPITAL CORPORATION

NA

03/22/1988 - 03/24/1988

SS TOWNER SECURITIES, INC.

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Licenses & Designations

BOTH

Issued 03/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gardner Bogle.
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