Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
2yrs
Aidan Smith
Financial advisor at Equitable Advisors
Aidan Smith has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Bellevue, Washington. Aidan joined Equitable Advisors in 2025, 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 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office10500 NE 8th Street Suite 1600, Bellevue, WA 98004
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
- Feb 2025 – nowEquitable Advisors, LLCCurrent firm
Contact Aidan
Local office(206) 728-2400Ask for Aidan. (212) 314-4600Main office · New York, NY 10500 NE 8th Street Suite 1600Bellevue, WA 98004Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Aidan
Tailored to Aidan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Aidan
How do I contact Aidan?
Call Aidan’s local office at (206) 728-2400 or the Equitable Advisors main office at (212) 314-4600, and ask for Aidan Smith.
How long has Aidan been a financial advisor?
Aidan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Aidan hold?
Series 66. Tap any license on this page to see what it allows.
Is Aidan a fiduciary?
Aidan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aidan paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aidan 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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