Kenneth Greenblatt
Kenneth Greenblatt is a registered investment advisor at Equitable Advisors, LLC, based in Woodbury, NY, with 40 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
100 Crossways Park West, Suite 101, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2021Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Kenneth is involved in outside insurance activities, including Saul Realty LLC, Ashar Group, National Life Group, and Shari Hope 2018 Life Insurance Trust. He is also a trustee for his mother's and sister's life insurance trusts and holds power of attorney for his father's existing accounts.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Timecapital Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
Nylife Securities INC.Broker
Brodis Securities IncorporatedBroker
Mclaughlin, Piven, Vogel INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.