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Elliot A
Series 66
Melville, NY
Equitable Advisors
Elliot Altman is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 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 third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.
Robert L
Series 66
Melville, NY
Equitable Advisors
Robert Lopes is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Local 157 and Local 731. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Joshua S
Series 66
Melville, NY
Equitable Advisors
Joshua Sydney is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at iCapital Markets LLC and Institutional Capital Network, Inc. Prior to entering financial services, he held roles at Warburg Pincus LLC, Village Physical Therapy, and Travelers Insurance Inc. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both discretionary and non-discretionary advisory services.
Matthew H
Series 63, Series 65
Melville, NY
Equitable Advisors
Matthew Hanratty is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC for seven years. Outside of his advisory role, he is involved with the Ashar Group, which sells life settlements through an approved third party, and acts as an agent for National Financial Network, selling Guardian Disability Insurance. 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, operating a hybrid referral and implementation model that combines advisory and brokerage services.
Alvin E
Series 63, Series 66
Melville, NY
Equitable Advisors
Alvin Enahoro is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Axa Advisors, Allstar Security, Lowes, and UVA Wise. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.
Christopher R
Series 66
Melville, NY
Equitable Advisors
Christopher Rowe is a financial advisor at Equitable Advisors holding a Series 66 designation. He began his career with Equitable Advisors in 2026. Prior to joining the firm, his work history includes roles in professional sports publications and marketing, as well as time at the University of Delaware. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.
Dylan R
Series 66
Melville, NY
Equitable Advisors
Dylan Rivera 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 the New York State Division of Homeland Security and SUNY, University of Albany. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Marc S
Series 63, Series 65
Melville, NY
Equitable Advisors
Marc Strent is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and has over three decades of experience in insurance through his role as president and owner of MLS Insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 a broker-dealer, utilizing a range of advisory and brokerage solutions through LPL-sponsored programs and endorsed third-party managers.
Anthony I
Series 66, Series 63
Melville, NY
Equitable Advisors
Anthony Italiano is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Equitable Advisors since 2014, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.
Dana S
Series 63, Series 65
Melville, NY
Equitable Advisors
Dana Sydney is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as Director of the Board of Directors for the Rotary Club of Northport and is a managing partner at Dayton and Sydney Wealth Strategies Group. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.
Jaydon R
Series 63, Series 65
Melville, NY
Equitable Advisors
Jaydon Rivera is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in real estate with Daniel Gale Sotheby's International Realty and has experience with Fire Island Ferries. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.
Howard R
Series 63, Series 65
Melville, NY
Equitable Advisors
Howard Ross is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with Axa Advisors. Outside of advising, Ross is a licensed attorney and tax preparer, and serves as a board member of a New York City cooperative. 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 client goals, risk tolerance, and time horizon.
Nicholas K
Series 63, Series 66
Melville, NY
Equitable Advisors
Nicholas Kreutzberg is a financial advisor with Equitable Advisors in Lindenhurst, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Kreutzberg is involved with the Lindenhurst Soccer League. 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 a broad range of 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.
Douglas B
Series 66
Melville, NY
Equitable Advisors
Douglas Bauer is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Equitable Advisors, AXA Advisors, and his own CPA practice. In addition to his advisory work, he serves as CFO and in-house counsel for Toll Booth Maintenance Services, Inc., and is involved in multiple legal, accounting, and real estate ventures. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.
Shamiah M
Series 66
Melville, NY
Equitable Advisors
Shamiah Michel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held roles at CVS Pharmacy, Flagstar Bank, Signature Bank, and Dollar Tree, among others. She also has experience in education through positions at Long Island University Post, Queens College, and William Floyd High School. 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 third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.
Nicholas P
Series 66
Melville, NY
Equitable Advisors
Nicholas Panetta is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Capilets and eBlockchain. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.
Bryan L
Series 63, Series 65
Melville, NY
Equitable Advisors
Bryan Lubitz is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Equitable Advisors, Bryan worked in various roles including at Instacart and SUNY Cortland. Equitable Advisors serves a diverse client base including 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, utilizing a delivery model that incorporates LPL-sponsored programs and various endorsed TAMPs.
Brian M
Series 66
Melville, NY
Equitable Advisors
Brian Murphy is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, previously working at Axa Advisors, LLC. Outside of his advisory role, he is the owner of MK Capital Management, 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Joseph B
Series 63, Series 65
Melville, NY
Equitable Advisors
Joseph Brush is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2023. Outside of advising, he is also an independent insurance agent and a Notary Public. 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
John M
Series 66, Series 63
Melville, NY
Equitable Advisors
John Mikos is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and bringing 23 years of industry experience. His prior work includes over a decade at Aegis Capital Corp. and a current role at Equitable Advisors since 2022. Outside of his advisory work, he serves as a Parish Council Member and Sentinel at the Greek Orthodox Cathedral of St. Paul in Hempstead, NY. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser platform.
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