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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Axa Advisors, LLC 17 years, 3 months Sep 1999 - Present
The Equitable Life Assurance Society of The Unitedstates 10 years, 11 months Oct 1993 - Sep 2004
Are You
Gretchen Smith Bolton?
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Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Gretchen Bolton

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 24, 2012
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 20, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

AXA Advisors, LLC

Last updated on Sept. 1, 2016
    • $9.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 40K
      Accounts
    • $246.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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