Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Steven T
Series 66
Middletown, NY
Equitable Advisors
Steven Trotta is a Series 66-licensed financial advisor with Equitable Advisors, based in Middletown, NY. He joined the firm in 2026 and has previous work experience in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Christopher P
Series 66
Middletown, NY
Equitable Advisors
Christopher Petrollese is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Outside of finance, he is the owner of Yukon Contracting LLC, a business he has operated since 2019. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.
Jeffrey L
Series 66
Middletown, NY
Equitable Advisors
Jeffrey Little is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, following a two-year period at AXA Advisors. Prior to his advisory career, he was affiliated with the State University of New York at Oswego for four years. 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, utilizing a range of third-party advisory models and discretionary management options.
Stephanie D
Series 66, Series 63
Middletown, NY
Equitable Advisors
Stephanie De Angelis is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Equitable Advisors, she worked at Plattsburgh State University and the Town of Marlboro Summer Camp. 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 a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.
Nicholas G
Series 66
Middletown, NY
Equitable Advisors
Nicholas Godino is a financial advisor at Equitable Advisors with Series 66 credentials. He has recently started his career in the industry and has prior experience working at Teplitz and Bishops Commons. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party program sponsors without sponsoring its own wrap fee program.
Thomas B
Series 66
Middletown, NY
Equitable Advisors
Thomas Budington is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of advising, he is also active as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary solutions tailored to client risk tolerance and needs.
Shawn B
Series 66
Middletown, NY
Equitable Advisors
Shawn Behrent is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience working at the Orange County Department of Finance and the University at Albany. Outside of finance, he has operated Behrent's Performance Warehouse for eight years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.
Luigi F
Series 66, Series 63
Middletown, NY
Equitable Advisors
Luigi Fratto is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His work history includes roles at multiple organizations, including Suny New Paltz, TNT Movers, and Pellegrinos Pizzeria. Equitable Advisors serves a broad client base, including individual investors, 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 primarily relying on third-party sponsors for advisory models and investment solutions.
Erick E
Series 66
Middletown, NY
Equitable Advisors
Erick Eichner is a financial advisor with Equitable Advisors in Middletown, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, his work history includes roles in healthcare and golfing services. 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 a range of third-party advisory models and proprietary programs.
Ashley M
Series 66
Middletown, NY
Equitable Advisors
Ashley Magen is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at 22 Bowen's, Alku, and the University of Rhode Island Academic Enhancement Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory program models and third-party asset managers to implement client portfolios.
John R
Series 66
Middletown, NY
Equitable Advisors
John Recine is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fifth Avenue Financial and Securities of America. Outside of finance, he has experience with a floral business and has worked in the funeral home industry. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party asset managers and proprietary programs, to serve both non-high-net-worth and high-net-worth clients.
Louis A
Series 66
Middletown, NY
Equitable Advisors
Louis Algiere is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. He has worked at Equitable Advisors since 2024 and has prior experience in diverse roles including positions at Spectrum/Charter Communications and ESPN. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm uses a variety of advisory models implemented through third-party managers and focuses on matching client needs to appropriate investment programs.
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