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Brian F

Series 66

Boca Raton, FL

Equitable Advisors

Brian Friedman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, Friedman coaches Little League Baseball in Florida. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Brian G

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Brian Garrette is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include a long tenure at HARTFORD Funds Distributors, LLC from 2012 to 2023, as well as positions at Potomac and Arbor Court Capital, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and numerous third-party asset managers. The firm operates a hybrid advisory and brokerage model with a focus on tailored client intake and a mix of discretionary and non-discretionary asset management.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew L

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Andrew Langus is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2000 and also operates an accounting and tax return business as a CPA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jeffrey W

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Jeffrey West is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with Axa Advisors. Outside of his advisory role, he is a managing partner of Financial Compass Group, LLC, and serves as an administrator or trustee for estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Steven M

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Steven Marin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gary K

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Gary Klazmer is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at New York Life, Eagle Strategies (NY Life), and Axa Advisors. Klazmer is also a licensed attorney, though inactive, and serves as president or partner of several family-related business entities and partnerships. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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