Charleston, WV 2508 Kanawha Blvd., East Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,706

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

2508 Kanawha Blvd., East

Charleston WV 25311

Advisors at this office

4

Advisors at this office

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Robert H

Series 63, Series 65

Charleston, WV

Equitable Advisors

Robert Hurley is a financial advisor at Equitable Advisors in Charleston, WV, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Hurley serves as a board member of NAIFA and is the West Virginia chairperson for IFAPAC. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advice through a diverse network of representatives using third-party asset managers and sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Alan T

Series 66

Charleston, WV

Equitable Advisors

Alan Turley is a financial advisor with Equitable Advisors in Charleston, WV, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2004, including a prior affiliation when the firm was known as AXA Advisors. Outside of his advisory role, he is involved in managing his family home as a landlord. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party sponsors to provide a range of investment solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Katherine C

Series 63, Series 65

Charleston, WV

Equitable Advisors

Katherine Chesley is a financial advisor with Equitable Advisors in Charleston, WV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Equitable Advisors since 1999, coinciding with her tenure at Axa Advisors, LLC. Outside of her advisory work, she serves as President of the LPGA Amateur Golf Association and Board Chair of the Kanawha Valley Women's Golf Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory program models or discretionary managers using both proprietary tools and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Kannathal S

Series 66

Charleston, WV

Equitable Advisors

Kannathal Sampath is a financial advisor with Equitable Advisors in Charleston, WV, holding a Series 66 designation and 23 years of industry experience. She has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of her advisory role, Sampath serves as a director for Bala Vihar Sunday School and is an advisory board member at the University of Charleston. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and focusing on matching clients to appropriate advisory solutions based on risk assessment.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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