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Lauri Anne Pettit

Equitable Advisors, LLC

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About Lauri Anne Pettit

Lauri Anne Pettit is a financial professional with over 20 years of experience in the industry. Lauri is currently registered with Equitable Advisors, LLC and has been with the firm since June 2005. Lauri has held previous roles with MONY Securities Corporation. Lauri has a strong track record of providing investment advice and financial planning services to individuals and families. Lauri specializes in a variety of financial planning needs, including retirement planning, college savings, and estate planning. Lauri is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Lauri Pettit 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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Lauri Pettit’s Registration & Firm History

NY

06/01/2005 - Present

Equitable Advisors, LLC (SYRACUSE NY)

NY

03/14/2001 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

01/25/1999 - 11/05/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauri Anne Pettit.
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