Equitable Advisors
45yrs
Top advisor by experience in Bala Cynwyd
New
Alan Mullner
Financial advisor at Equitable Advisors
Alan Mullner is a fiduciary financial advisor in Bala Cynwyd, Pennsylvania, registered since Jan 2026. Alan joined Equitable Advisors in 2026, 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 244 advisors with offices in Bala Cynwyd, and one of 225 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office1 Belmont Avenue Suite. 1100, Bala Cynwyd, PA 19004
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
- Mar 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Alan
Local office(610) 660-4000Ask for Alan. (212) 314-4600Main office · New York, NY 1 Belmont Avenue Suite. 1100Bala Cynwyd, PA 19004Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Alan
Tailored to Alan’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 Alan
How do I contact Alan?
Call Alan’s local office at (610) 660-4000 or the Equitable Advisors main office at (212) 314-4600, and ask for Alan Mullner.
How long has Alan been a financial advisor?
Alan is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Alan hold?
Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan 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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