Supreme Alliance
47yrs
Top advisor by experience in Charlotte
13yrs
Benjamin Slone
Financial advisor at Equitable Advisors
Benjamin Slone has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Benjamin has been with Equitable Advisors since 2016. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 57% of advisors at Equitable Advisors
Office11325 North Community House Rd Suite 450, Charlotte, NC 28277
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 ?2 states
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
- 2016 – nowEquitable Advisors, LLCCurrent firm
Contact Benjamin
Local office(704) 540-3000Ask for Benjamin. (212) 314-4600Main office · New York, NY 11325 North Community House Rd Suite 450Charlotte, NC 28277Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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 Benjamin
How do I contact Benjamin?
Call Benjamin’s local office at (704) 540-3000 or the Equitable Advisors main office at (212) 314-4600, and ask for Benjamin Slone.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2013, about 13 years. More experience than 57% of advisors at Equitable Advisors.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin 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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