TrueAdvisor
TrueAdvisor
RS
RS

Russell Staley

Equitable Advisors, LLC
33 Years of Experience
Columbia, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Russell Staley is a registered investment advisor at Equitable Advisors, LLC, based in Columbia, MD, with 33 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

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.

View Full SEC Brochure

Location

6200 Old Dobbin Lane, Suite 100, Columbia, MD, 21045

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Russell is a cash solicitor for Cornerstone Advisory LLP, dedicating a few hours per week, and also serves as a notary public. Additionally, Russell has a general agency, GBS, related to health insurance.

Employment History
Current Registrations
Equitable Advisors, LLC
February 2000 - Present · 26 yrs 8 mos
Equitable Advisors, LLC
October 1995 - Present · 31 yrs
Equitable Advisors, LLCBroker
October 1995 - Present · 31 yrs
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
October 1995 - January 2000 · 4 yrs 3 mos
First Maryland Brokerage CorporationBroker
May 1993 - October 1995 · 2 yrs 5 mos
State Registrations20 states
ALAZCADCDEFLGAIDMAMDNCNVNYPASCTNTXVAVTWV
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.
More Advisors
More financial advisors in Columbia, MD →All financial advisors in Maryland →