Jeffrey Slavich
Jeffrey Slavich is a registered investment advisor at Equitable Advisors, LLC, based in Conshohocken, PA, with 24 years of industry experience. Jeffrey 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
15 E. Ridge Pike, Conshohocken, PA, 19428
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Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Jeffrey is an independent agent selling fixed insurance products through Firstrust Financial Resources. He also serves as a board member/officer/director for Best Buddies of Pennsylvania, dedicating minimal time to assisting with events and providing insights based on his experience as a father of a child with special needs.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Citizens Securities, INC.Broker
Citizens Securities, INC.
PNC InvestmentsBroker
PNC Investments
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations9 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.