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Alexander Eberly

Financial advisor at Equitable Advisors

Alexander Eberly is a fiduciary financial advisor in Loveland, Colorado, registered since Mar 2026. Alexander joined Equitable Advisors in 2026, 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 148 advisors with offices in Loveland, and one of 138 fiduciaries.

Loveland, COFiduciary advisor

At a glance

ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
OfficeLoveland, CO
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

  1. May 2026 – now

Questions to ask Alexander

Tailored to Alexander’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Alexander

How do I contact Alexander?

Call Equitable Advisors at (212) 314-4600 and ask for Alexander Eberly. Alexander works from the Loveland, CO office.

How long has Alexander been a financial advisor?

Alexander is new to the profession, registered since Mar 2026, and holds 1 license.

What licenses does Alexander hold?

Series 66. Tap any license on this page to see what it allows.

Is Alexander a fiduciary?

Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Alexander paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alexander 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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