Keith Schoch

Financial advisor at Equitable Advisors, LLC · Morristown, NJ

Last updated 2026-10-10

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Keith Schoch is a financial advisor at Equitable Advisors, LLC in Morristown, NJ, CRD 2678710. Licenses and exams on the registration: Series 65, Series 66. IAPD registration began 2006-01-18.

Registration

CRD number
2678710
Registration status
Active
IAPD registration
2006-01-18
Industry Experience
20 years
Work Experience
20 years
States registered
NJ, TX

Licenses and exams

  • Series 65
  • Series 66

Work history

  • 2005-11 to 2020-06 · AXA Advisors, LLC · New York, NY
  • 2005-11 to Present · Equitable Advisors, LLC · New York, NY

Current employment

SEC IAPD record for Keith Schoch

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Keith Schoch is a financial advisor at Equitable Advisors, LLC in Morristown, NJ. Reported securities licenses include Series 65 and Series 66. The latest record indicates 20 years of industry experience and 20 years of reported work history. Reported roles include AXA Advisors, LLC.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

10 Madison Avenue, Morristown, NJ 07960

48 advisors at this office.

Equitable Advisors office in Morristown, NJ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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