Equitable Advisors
42yrs
Top 1% by experience in Falls Church
43yrs
Mark Swartz
Financial advisor at Equitable Advisors
Mark Swartz is a fiduciary financial advisor in Falls Church, Virginia, with 43 years in the industry. Mark joined Equitable Advisors in 1998, 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 141 advisors with offices in Falls Church, and one of 133 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Falls Church
Office3141 Fairview Park Drive Suite 250, Falls Church, VA 22042
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
- 1998 – nowEquitable Advisors, LLCCurrent firm
Contact Mark
Local office(703) 207-0900Ask for Mark. (212) 314-4600Main office · New York, NY 3141 Fairview Park Drive Suite 250Falls Church, VA 22042Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Mark’s local office at (703) 207-0900 or the Equitable Advisors main office at (212) 314-4600, and ask for Mark Swartz.
How long has Mark been a financial advisor?
Mark has been in the industry since 1983, about 43 years. Top advisor by experience in Falls Church.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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