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Dickran Kabarajian

32 Years of Experience
Melville, NY
BrokerSells Insurance

Dickran Kabarajian is a registered investment advisor at Equitable Advisors, LLC, based in Melville, NY, with 32 years of industry experience. Dickran 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

395 North Service Road, Suite 206, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dickran is an agency owner at Kabco Benefits Group and spends about 10-20% of his time there. He also participates in the US Coast Guard Auxiliary and is a director at Masthead Yacht Club, dedicating minimal time to each. Dickran also works with outside insurance companies such as Lincoln Life, Progressive Insurance, Hartford Property and Casualty, and National Life Group.

Employment History
Current Registrations
Equitable Advisors, LLC
May 2017 - Present · 9 yrs
Equitable Advisors, LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Msi Financial Services, INC.Broker
June 1993 - December 2016 · 23 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
June 1993 - July 2007 · 14 yrs 1 mo
State Registrations8 states
AZCACTFLMANCNJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.