Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dillon F
Series 66
New York, NY
Equitable Advisors
Dillon Falcone is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Lionheart Wealth Management - Ameriprise Financial Services and Equitable Advisors. Equitable Advisors serves a wide range of clients 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’s approach emphasizes client information gathering and risk assessment to match clients with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Kevin C
Series 66
New York, NY
Equitable Advisors
Kevin Chen is an advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at EY-Parthenon. Equitable Advisors serves a diverse client base, including individuals, pension 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 collaborations with third-party asset managers.
Jason S
Series 66
New York, NY
Equitable Advisors
Jason Schwartz is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and having three years of industry experience. Prior to joining Equitable Advisors, he held roles in ecommerce and business development, including operating an online sales business for health and beauty products through Matrix Commerce LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management, utilizing a range of advisory programs and third-party asset managers to tailor investment solutions.
Reece H
Series 66
New York, NY
Equitable Advisors
Reece Harding is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining Equitable Advisors, Harding has held roles in various organizations including Creative Edge Parties and GenTrust Wealth Management. Outside of financial services, Harding has experience with community and educational organizations such as Camp Mowglis and Lafayette College. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers, focusing on personalized risk assessment and client program matching.
Jake D
Series 63, Series 66
New York, NY
Equitable Advisors
Jake Dadika is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes a position at Morgan Stanley and involvement with Rutgers University Men's Basketball. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension 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 uses a range of advisory models implemented via third-party managers and sponsored programs, covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.
Nicholas E
Series 66
New York, NY
Equitable Advisors
Nicholas Esposito is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He began his career in the industry in 2026. Prior to joining Equitable, his work experience includes roles at Instacart and various other organizations. 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 services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.
Fawzane M
Series 66
New York, NY
Equitable Advisors
Fawzane Mintoumba is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 credential with one year of industry experience. Her prior roles include positions at Giani Villasis and Momentum Solar. 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 broad network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Cristiaan D
Series 63, Series 66
New York, NY
Equitable Advisors
Cristiaan Dailey is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual and entrepreneurial work with Dailey Billing Services. He has also been involved in hospitality at Baker's Water Street & Grille. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.
Anthony G
Series 63, Series 65
New York, NY
Equitable Advisors
Anthony Greco is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, previously operating under AXA Advisors, LLC. Outside of his advisory role, he is involved in multi-family real estate investment. 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 a range of proprietary and third-party investment solutions.
Jackson G
Series 63, Series 65
New York, NY
Equitable Advisors
Jackson Garcia is a financial advisor with Equitable Advisors in New York, NY. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. His prior work includes positions at Joseph Quintilian, Comprehensive Parking Services, and Hightower Advisors: Strata Wealth Partners. Equitable Advisors serves individual clients across wealth segments, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.
Nicholas T
Series 66
New York, NY
Equitable Advisors
Nicholas Traggio is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He began his advisory career in 2026 and has previous experience including work with Hat Trick Delivery LLC and the San Jose Sharks. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.
Evan M
Series 66
New York, NY
Equitable Advisors
Evan Mc Glone is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. His prior work includes roles outside financial services, such as positions at Nike Factory Store and Davis Park Ferry Company, as well as attendance at St. John's University. 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Adama S
Series 66
New York, NY
Equitable Advisors
Adama Sanogo is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, bringing 17 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Annual Fund Co-Chair for The Hewitt School. 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’s approach includes matching clients to various advisory programs and third-party asset managers, offering a range of investment options and fiduciary services.
Luke B
Series 66
New York, NY
Equitable Advisors
Luke Becker is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Arch Capital Services and involvement with campus tutoring services. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.
Raymond C
Series 63, Series 65
New York, NY
Equitable Advisors
Raymond Carute is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Equitable Advisors since 2015, including a period when the firm operated as AXA Advisors, LLC. 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 programs, including third-party asset managers and LPL-sponsored advisory platforms, focusing on matching clients to appropriate models or discretionary managers.
Benjamin P
Series 66
New York, NY
Equitable Advisors
Benjamin Park is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Equitable Advisors, where he has worked for two years, following three years at T3 Trading Group. Equitable Advisors serves individuals across a wide range of net worth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and diverse asset management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.
Ryan L
Series 66
New York, NY
Equitable Advisors
Ryan Lane is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has been with Equitable Advisors and its associated entities since 2024. Prior to joining the firm, he was not employed in the financial industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.
Andrea R
Series 66
New York, NY
Equitable Advisors
Andrea Randazzo is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Randazzo was involved in roles at Ratti Usa Inc. and Fotine Paura. Outside of financial advising, Randazzo is self-employed in a home decor business in Brooklyn, dedicating about one hour per week to this activity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory programs, including models implemented through TAMPs and LPL-sponsored platforms, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
James C
Series 66
New York, NY
Equitable Advisors
James Cady is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and about one year of industry experience. Prior to joining Equitable Advisors, he worked at Winter Park National Bank and has been involved in the restaurant industry with roles at Lupo Pizzaria and Pancho Mexican Kitchen. Equitable Advisors serves individuals across various wealth levels, as well as pension 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 managers.
Anthony L
Series 66
New York, NY
Equitable Advisors
Anthony Laurentino is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he studied at Fairleigh Dickinson University and has work experience including roles in education and the food service industry. He currently maintains ongoing employment at Dairy Queen alongside his advisory role. Equitable Advisors serves a broad client base including individuals, 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 mix of firm-offered programs and third-party asset managers, focusing on tailored investment models and fiduciary services for qualified plans.
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