Charlotte
Littleton
Equitable Advisors, LLC
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About this Advisor
Charlotte Littleton is a financial advisor based in Mount Pleasant, South Carolina, working with Equitable Advisors, LLC. Charlotte has previously held positions at The Sustainable Warehouse, The Blank House LLC, Spring Street Properties, Daniel Dupuis, Equitable Advisors, LLC, Oak Capital Management, Bird Decorative Hardware & Bath, The Cottage Café And Bakery, and University Of South Carolina. Charlotte has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Florida, Georgia, North Carolina, Oklahoma, South Carolina, and Texas. Currently, Charlotte is part of Equitable Advisors, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 885 offices and 5,876 employees. Equitable Advisors, LLC manages assets totaling $34.7 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$34,656,353,594
5,876
83,633
$414,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charlotte Littleton Work History
Equitable Advisors, LLC
Daniel Dupuis
The Blank House LLC
The Sustainable Warehouse
Oak Capital Management
Spring Street Properties
Bird Decorative Hardware & Bath
The Cottage Café And Bakery
University Of South Carolina
Disclosures
Please visit the SEC profile of Charlotte Littleton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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