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Jonathan U
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Jonathan Urban is a Series 66-credentialed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, and has two years of industry experience. His prior roles include four years with myWorld America and thirteen years at Ricoh USA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.
Catherine M
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Catherine Murphy Leopold is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Morgan Stanley and Prudential entities prior to joining Equitable Advisors in 2023. She serves on the Greater Sunrise Chamber of Commerce board, teaches undergraduate literature and disciplinary studies as an adjunct professor at Nova Southeastern University, and is an advisory board member for the Salvation Army in Fort Lauderdale. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a network of Investment Adviser Representatives and both proprietary and third-party programs to deliver customized investment solutions.
Isabel D
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has prior experience at firms including UBS Financial Services, Citigroup, and Societe Generale Corporate and Investment Bank. Isabel also has experience holding real estate licenses and working in real estate-related roles. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach integrates third-party asset managers and advisory programs, with services encompassing mutual funds, ETFs, separately managed accounts, and select alternative investments.
Alexis R
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Equitable Advisors in 2012, Resnick worked at VOYA Financial Advisors, Inc. from 2008 to 2011. Outside of advising, Resnick serves as president of a group health insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary investment solutions and provides ERISA fiduciary services to qualified plans.
Fernando A
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Fernando Alvarez is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fanatics, Inc., the College Football Hall of Fame, and Legends Sports Media. Alvarez is also a member and treasurer of Network Professionals International, where he manages fee collection for the group. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to align with various program models and third-party managers, offering a broad range of investment options and ERISA fiduciary services.
Hunpatin E
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Hunpatin Euler Ajayi is a financial advisor at Equitable Advisors with a Series 66 credential. He has prior experience at Intuit Inc., Moss Adams, Deutsche Bank, and American International Group (AIG), and has been self-employed since 2013. Outside of his advisory role, he is involved with Aclouding, an additional business activity. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory programs.
Carson D
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Carson Degen is a financial advisor at Equitable Advisors with a Series 66 designation. His background includes roles in various industries such as education and design. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Michael O
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at NYLIFE Securities LLC and Coastal Wealth. Outside of his advisory career, he has been involved with Hover Brothers LLC for five years. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of third-party advisory models and programs, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.
Michael B
Series 63, Series 66
Ft. Lauderdale, FL
Equitable Advisors
Michael Baudo is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes 21 years at ING Financial Markets LLC and three years at Strategic Direction LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives using a range of third-party and proprietary solutions.
Judy H
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Judy Hou is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and previously worked at Philip Morris International and Emirates Academy of Hospitality Management. Outside of her advisory role, she serves as a trustee and holds power of attorney for her husband, George Aguilar. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients' risk tolerance and financial goals.
Chantel A
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Chantel Ayoub is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has previously worked at MassMutual and MML Investors Services, as well as in other roles outside the financial industry. In addition to her advisory work, she has experience working in the service industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and offering a range of investment options including mutual funds, ETFs, and alternative investments.
Daniel M
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party managers and proprietary programs to tailor investment solutions, providing a range of products from mutual funds to alternative investments and ERISA fiduciary services.
Mark S
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Mark Sherman is a financial advisor at Equitable Advisors with 38 years of industry experience. He has been with Equitable Advisors since 1999 and held a prior role at Axa Advisors, LLC, spanning over two decades. His credentials include Series 63 and Series 65 registrations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, including third-party asset manager referrals and sponsored advisory programs.
Kseniya S
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Kseniya Starykava is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2017. Her prior experience includes roles at AXA Advisors, Lincoln Investment, and Legend Advisory Corporation. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.
Harris M
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Harris Mandler is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Equitable Advisors since 2013 and previously with VOYA Financial Advisors, Inc. His community involvement includes serving on the Board of Governors for the Tower Club and participation in the Make-A-Wish South Florida Young Professional Group. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, employing a range of advisory models and third-party asset managers to deliver tailored investment solutions.
Neil B
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Neil Bardach Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. He has worked at Equitable Advisors since 2023 and has operated his own business since 2005. Prior to his advisory career, he spent 27 years at Business Wire. Outside of his advisory work, Bardach serves as a soccer referee on a part-time basis. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing both in-house and third-party asset management solutions.
Watt K
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Watt Korattana is a Series 66 licensed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, and has four years of industry experience. Prior to joining Equitable Advisors in 2022, he held several roles in the restaurant industry, including at Koji Sushi and Thai Restaurant and Jasmine Thai and Chinese. Equitable Advisors serves a range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes various third-party advisory models and offers services across mutual funds, ETFs, separately managed accounts, and alternative investments.
John F
Series 63, Series 66
Ft. Lauderdale, FL
Equitable Advisors
John Fricker is a financial advisor at Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at Lion Street Financial, Flah and Company Insurance and Estate Planners, and The Prudential Insurance Company of America. Outside of his advisory role, he is president of Fricker Consulting, Inc., a pass-through entity established for bonus compensation related to prior employment. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Arthur L
Series 63, Series 66
Ft. Lauderdale, FL
Equitable Advisors
Arthur Lewis is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has previously worked with Edward Jones and multiple Prudential entities. Outside of his advisory role, Lewis is the author of a fiction novel from which he receives royalties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party asset management solutions.
Daniel O
Series 63, Series 66
Ft. Lauderdale, FL
Equitable Advisors
Daniel Odze is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Equitable Advisors since 2014, previously at AXA Advisors, LLC., and Wells Fargo Clearing. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.
David I
Series 66
Ft. Lauderdale, FL
Equitable Advisors
David Israel is a Series 66-credentialed advisor with Equitable Advisors in Ft. Lauderdale, FL. He has one year of industry experience and has previously worked at Castle Hill Capital Partners, New Guard Partners, and Quilvest Capital Partners. Outside of his advisory roles, he has been involved with Studio Artesano since 2021. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a broad array of investment products and third-party advisory programs while offering ERISA fiduciary services to qualified plans.
Adriana V
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Adriana Vila Soto is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 credential and three years of industry experience. Her prior work includes roles at Tastemakers LLC, Miami Dolphins & Hard Rock Stadium, WorldRemit, and Univision Communications. She has an outside insurance business activity in addition to her advisory work. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and tailored investment models.
Andrew C
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Andrew Cooper is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in insurance sales through various companies. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program models and discretionary managers and provides ERISA fiduciary services, relying on both proprietary and third-party investment solutions.
Adam K
Series 63, Series 65
Ft. Lauderdale, FL
Equitable Advisors
Adam Kohn is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Axa Advisors, Centaurus Financial, and SJS Corporation. He serves as a trustee for family trusts, including those of his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and LPL-sponsored advisory solutions.
Hector Q
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Hector Quinones Sanchez is a financial advisor at Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked with EHP - The Employer's Choice and Symmetry Financial Group, where he was involved in preventive care plans and insurance services. His previous experience includes roles at Memorial Healthcare System and World Kinect Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.
Lauryn H
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Lauryn Harris is a financial advisor at Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation. She has been with Equitable Advisors since 2026 and has prior work experience in real estate and various roles at organizations including Coldwell Banker Realty and the Maryland-National Capital Park and Planning Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients, utilizing a range of advisory programs and third-party asset managers.
Christopher S
Series 66
Ft. Lauderdale, FL
Equitable Advisors
Christopher Satkowski is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Before joining Equitable Advisors, his work history includes roles at Enhance Health LLC, GameStop Corporate, and Exxon Mobil. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.
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