Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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 has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Philip A
Series 66
Melville, NY
Equitable Advisors
Philip Arcilesi is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Commerzbank AG and Citigroup. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Sara U
Series 63, Series 65
Melville, NY
Equitable Advisors
Sara Urban is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.
Rodolfo M
Series 63, Series 65
Melville, NY
Equitable Advisors
Rodolfo Martin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. 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 range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.
Wayne P
Series 63, Series 65
Melville, NY
Equitable Advisors
Wayne Pfeiffer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in WJP Insurance Services, Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.
Raymond D
Series 63, Series 65
Melville, NY
Equitable Advisors
Raymond Dady is a financial advisor at Equitable Advisors with 25 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Equitable Advisors since 2004, including during the firm's prior iteration as Axa Advisors. Equitable Advisors serves a broad 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 delivered through a network of Investment Adviser Representatives and third-party asset managers.
Alfred H
Series 63, Series 65
Melville, NY
Equitable Advisors
Alfred Haber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he has involvement with insurance-related business activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services to qualified plans.
Jackson W
Series 66
Melville, NY
Equitable Advisors
Jackson Willis is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.
Juan Rodrigo M
Series 66
Melville, NY
Equitable Advisors
Juan Rodrigo Martin is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, and has nine years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2016. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charities, and institutional clients. The firm offers a range of advisory programs through its network of representatives, utilizing both proprietary and third-party investment solutions.
Salvatore C
Series 63, Series 66
Melville, NY
Equitable Advisors
Salvatore Caruso is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked for Aegis Capital Corp for 10 years before joining Equitable Advisors. Outside of his advisory role, he serves as president of two real estate management corporations. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a variety of advisory models including third-party programs and discretionary management, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.
Keith S
Series 63, Series 66
Melville, NY
Equitable Advisors
Keith Simon is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. His prior experience includes roles at Guardian Life and Meadowbrook Capital Fund. Equitable Advisors serves individual clients across a range of wealth levels, as well as 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 partners.
James A
Series 66
Melville, NY
Equitable Advisors
James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at MSA Security and has experience with the US Department of State and Madison Square Garden Company. He also serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, pension, and charitable clients. The firm employs a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.
Lawrence K
Series 63, Series 65
Melville, NY
Equitable Advisors
Lawrence Kreutzberg is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 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 owns rental property. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and various asset-management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.
Michael A
Series 66
Melville, NY
Equitable Advisors
Michael Ambrosio is a Series 66-registered advisor with Equitable Advisors, where he has worked since 2003. He has 36 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory models and programs.
Rufus D
Series 63, Series 66
Melville, NY
Equitable Advisors
Rufus Davenport is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory role, he is involved in the healthcare sector through Emerson Rogers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary offerings and third-party advisory platforms.
Ryan H
Series 63, Series 66
Melville, NY
Equitable Advisors
Ryan Humbert is a financial advisor at Equitable Advisors with five years of industry experience. His prior roles include positions at Citigroup and Ameriprise Financial Services, LLC. He holds Series 63 and Series 66 licenses. Equitable Advisors serves a broad 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 a mix of firm-offered and third-party advisory solutions.
Sheila S
Series 66
Melville, NY
Equitable Advisors
Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.
Marguerite R
Series 63, Series 66
Melville, NY
Equitable Advisors
Marguerite Ryan is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at LPL Financial for five years and spent 15 years with HomeMaking. Outside of her advisory role, she serves as vice president of Premier Networking Professionals, a local networking group. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk and matching them with investment programs delivered through a network of advisers and third-party managers.
Joseph D
Series 63, Series 66
Melville, NY
Equitable Advisors
Joseph Doolan is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and four years of industry experience. He has held roles at firms including City National Rochdale and Charter Oak Financial. In addition to his advisory work, he is involved in real estate sales through Coldwell Banker American Homes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Thomas M
Series 66
Melville, NY
Equitable Advisors
Thomas Mc Guire is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Flagstar Bank and has held positions at various educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters