Brian Patterson
Brian Patterson is a registered investment advisor at Equitable Advisors, LLC, based in Colts Neck, NJ, with 26 years of industry experience. Brian 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
182 Route 537, Colts Neck, NJ, 07722
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Brian is an agency owner/operator for Ascendancy Insurance Solutions, LLC, focusing on property and casualty insurance, dedicating about a quarter of his time. He also coaches for Ocean Surge Travel Baseball Association, manages a facility, and owns Ascendancy Holdings, LLC, spending about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations28 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.