Commonwealth Financial Network
47yrs
Top advisor by experience at Commonwealth Financial Network
7yrs
Cara Thomas
Financial advisor at Equitable Advisors
Cara Thomas is a fiduciary financial advisor in Wexford, Pennsylvania, with 7 years in the industry. Cara joined Equitable Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 139 advisors with offices in Wexford, and one of 117 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office11269 Perry Hwy Suite #400, Wexford, PA 15090
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Cara
Tailored to Cara’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cara
How do I contact Cara?
Call Equitable Advisors at 212-314-4600 and ask for Cara Thomas. Cara works from the Wexford, PA office.
How long has Cara been a financial advisor?
Cara has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Cara hold?
Series 66. Tap any license on this page to see what it allows.
Is Cara a fiduciary?
Cara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cara paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cara 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.
Other advisors nearby
TLG Advisors
44yrs
Top 1% by experience in Wexford
Lincoln Investment
43yrs
Top 2% by experience in Wexford
BCG Securities
42yrs
Top 3% by experience in Wexford
Cambridge Investment Research Advisors
41yrs
Top 3% by experience nationwide
Equitable Advisors
40yrs
Top 3% by experience at Equitable Advisors