Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
37yrs
Todd Smith is a fiduciary financial advisor in Morristown, New Jersey, with 37 years in the industry. Todd joined Equitable Advisors in 2002, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 5% by experience at Equitable Advisors
Office10 Madison Avenue 2nd Floor, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2002 – nowEquitable Advisors, LLCCurrent firm
Contact Todd
Local office(973) 401-2399Ask for Todd. (212) 314-4600Main office · New York, NY 10 Madison Avenue 2nd FloorMorristown, NJ 07960Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Todd’s local office at (973) 401-2399 or the Equitable Advisors main office at (212) 314-4600, and ask for Todd Smith.
How long has Todd been a financial advisor?
Todd has been in the industry since 1989, about 37 years. Top 5% by experience at Equitable Advisors.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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