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Pierce Hyldahl

Advisor at Equitable Advisors — Annandale, NJ

Updated today

Credentials

Series 66

Experience

5 years

Location

Annandale, NJ

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,715

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Pierce Hyldahl is a financial advisor with Equitable Advisors in Annandale, NJ, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Robert Half and Ramapo College of New Jersey. He has been involved with the YMCA for six years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Annandale, NJ

Annandale NJ

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

5 years of industry experience

Equitable Advisors

2020 - Present • 6 years

New York, NY

Unemployed

2020 - 2020 • 1 year

Annadale, NJ

Robert half

2019 - 2020 • 1 year

Saddle Brook, NJ

Ramapo College of New Jersey

2017 - 2019 • 2 years

Mahwah, NJ

A La Carte

2015 - 2017 • 2 years

Clinton, NJ

YMCA

2012 - 2018 • 6 years

Flemington, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

General retirement planning General estate planning guidance
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
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Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Douglas Robb Jr. is a financial advisor at ABC Wealth Inc with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Lincoln Financial Distributors, and LPL Financial. He also operates a sole proprietorship as an insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and uses sub-advisors and third-party managers to tailor portfolios to clients’ goals, providing financial planning at no additional cost.

Private / alternative investments Retirement income strategy Options & derivatives strategies
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Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Robert Stickel is a CFP® and CPA with 29 years of experience in the financial advisory industry. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to that, he held positions at Avantax Advisory Services and Avantax Investment Services Inc for over two decades. In addition to his advisory work, Stickel provides tax preparation, accounting, and insurance services including Medicare supplement, life, disability, and long-term care insurance. RLS Financial Services offers financial planning and portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes fundamental research and manages wrap fee accounts alongside non-wrap accounts, operating mainly on a non-discretionary basis to allow clients to retain decision-making authority.

Annuities College savings (529s, UTMA, etc.)
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