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Vincent M
Series 63, Series 65
Melville, NY
Equitable Advisors
Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including prior work with Axa Advisors. 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 various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.
Philip A
Series 66
Melville, NY
Equitable Advisors
Philip Arcilesi is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Commerzbank AG and Citigroup. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporate entities, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and endorsed third-party managers.
Sara U
Series 63, Series 65
Melville, NY
Equitable Advisors
Sara Urban is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors since 1999, following a tenure 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 broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.
Rodolfo M
Series 63, Series 65
Melville, NY
Equitable Advisors
Rodolfo Martin is a financial advisor at Equitable Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.
Wayne P
Series 63, Series 65
Melville, NY
Equitable Advisors
Wayne Pfeiffer is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of his advisory role, he is involved with WJP Insurance Services, Inc. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.
Raymond D
Series 63, Series 65
Melville, NY
Equitable Advisors
Raymond Dady is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, 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 third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
Alfred H
Series 63, Series 65
Melville, NY
Equitable Advisors
Alfred Haber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with Axa Advisors for over two decades. Outside of advisory work, he has involvement in term insurance through a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to meet diverse client needs.
Jackson W
Series 66
Melville, NY
Equitable Advisors
Jackson Willis is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.
Juan Rodrigo M
Series 66
Melville, NY
Equitable Advisors
Juan Rodrigo Martin is a financial advisor with Equitable Advisors in Massapequa, NY, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors and Cimpress/Vistaprint. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.
Salvatore C
Series 63, Series 66
Melville, NY
Equitable Advisors
Salvatore Caruso is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Aegis Capital Corp for 10 years before joining Equitable Advisors in 2022. Outside of his advisory role, he serves as president of two real estate management companies. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, employing a hybrid referral and implementation model that integrates advisory, brokerage, and insurance services.
Keith S
Series 66, Series 63
Melville, NY
Equitable Advisors
Keith Simon is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Guardian Life and Meadowbrook Capital Fund. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and managers, with a substantial portion of assets managed on a non-discretionary basis.
James A
Series 66
Melville, NY
Equitable Advisors
James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. His previous roles include positions at MSA Security and the US Department of State. Outside of finance, he serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.
Lawrence K
Series 63, Series 65
Melville, NY
Equitable Advisors
Lawrence Kreutzberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is an owner of rental property. 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 that includes both advisory and brokerage/insurance channels.
Michael A
Series 66
Melville, NY
Equitable Advisors
Michael Ambrosio is a financial advisor with Equitable Advisors, holding a Series 66 designation and 35 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Rufus D
Series 63, Series 66
Melville, NY
Equitable Advisors
Rufus Davenport is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory work, he is involved in an insurance-related business called Emerson Rogers / Health Care. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing numerous program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.
Ryan H
Series 63, Series 66
Melville, NY
Equitable Advisors
Ryan Humbert is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at Citigroup and Ameriprise Financial Services. 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 utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.
Sheila S
Series 66
Melville, NY
Equitable Advisors
Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors, LLC. Outside of her advisory role, she is involved with CREW New York, a commercial real estate organization. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.
Marguerite R
Series 63, Series 66
Melville, NY
Equitable Advisors
Marguerite Ryan is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at LPL Financial and HomeMaking. Outside of her advisory work, she volunteers as vice president of a local networking group called Premier Networking Professionals of LeTi. 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 operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.
Joseph D
Series 63, Series 66
Melville, NY
Equitable Advisors
Joseph Doolan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charter Oak Financial, City National Rochdale, and TD Bank. In addition to his advisory work, he is involved in real estate sales through Coldwell Banker American Homes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Thomas M
Series 66
Melville, NY
Equitable Advisors
Thomas Mc Guire is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes positions in education at Sacred Heart University, Suffolk County Community College, and Comsewogue High School. Equitable Advisors serves a broad client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a dual registration as an SEC-registered investment adviser and broker-dealer.
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