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Stephen Patrick Koons

Equitable Advisors, LLC

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About Stephen Patrick Koons

Stephen Koons is a registered representative with Equitable Advisors, LLC. Stephen is currently registered in Pennsylvania and is associated with the firm's Bala Cynwyd, PA branch office. Stephen holds a Series 63 and Series 65 license. Stephen has over 10 years of experience in the financial services industry. Stephen has previously worked for The Vanguard Group, Inc., Xpress Energy, WN Campaigns, Rollins College, Penn State University, Downingtown West, Laborcity, Don Quijote School, and Ameriprise Financial Services, LLC. Stephen's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Stephen Koons 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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Stephen Koons’s Registration & Firm History

PA

10/04/2024 - Present

Equitable Advisors, LLC (BALA CYNWYD PA)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Stephen Patrick Koons.
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