Benjamin John Kadlec

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2013 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) Ashar Group (Sole Proprietor, provides life settlements); 2) LWS Properties, LLC (owner) 3) DBA: Legacy Wealth Strategies 4) PST Advisors, LLC (Investment Policy Committee Board Member)

Exams

• S66 Uniform Combined State Law Examination
  2013-02-12
• S63 Uniform Securities Agent State Law Examination
  2000-03-07

Other Names

• Ben J. Kadlec