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Jake D
Series 63, Series 66
New York, NY
Equitable Advisors
Jake Dadika is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His prior work includes roles at Morgan Stanley and involvement with Rutgers University Men's Basketball. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, 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 and utilizes a range of LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Nicholas E
Series 66
New York, NY
Equitable Advisors
Nicholas Esposito is a Series 66-credentialed financial advisor with Equitable Advisors in New York, NY. He began his advisory career in 2026 and has held various roles prior to joining the firm, including positions at Instacart and the International Institute of Buffalo. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored platforms and endorsed TAMPs to deliver advisory and brokerage solutions.
Fawzane M
Series 66
New York, NY
Equitable Advisors
Fawzane Mintoumba is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Giani Villasis and Momentum Solar, among other roles. Equitable Advisors serves a wide range of clients 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, often working through program sponsors and third-party managers to deliver advisory and brokerage solutions.
Christian W
Series 66
New York, NY
Equitable Advisors
Christian Wolter is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He began his advisory career in 2025 and has prior work experience including roles at Morgan Stanley and Hildene. Wolter completed his education at Ohio Wesleyan University. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.
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 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and involvement with Baker's Water Street & Grille and Dailey Billing 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 numerous third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor financial solutions to client needs.
Anthony G
Series 63, Series 65
New York, NY
Equitable Advisors
Anthony Greco is a financial advisor with Equitable Advisors in New York, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in multi-family investment property. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.
Jackson G
Series 63, Series 65
New York, NY
Equitable Advisors
Jackson Garcia is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hightower Advisors: Strata Wealth Partners and Joseph Quintilian. 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, operating as both an SEC-registered investment adviser and broker-dealer.
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 at Nike Factory Store, the Davis Park Ferry Company, and St. John's University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, 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 and collaborates with program sponsors and endorsed third-party managers to provide advisory and brokerage 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, where he has worked since 2008. He has 17 years of industry experience and previously was affiliated with AXA Advisors, LLC. Outside of his advisory role, he serves as the Annual Fund Co-Chair for The Hewitt School. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Luke B
Series 66
New York, NY
Equitable Advisors
Luke Becker is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 credential. He has been in the industry since 2025, with prior experience at Arch Capital Services and involvement in a campus tutoring service during his time at Indiana University. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.
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 bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a 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.
Benjamin P
Series 66
New York, NY
Equitable Advisors
Benjamin Park is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at T3 Trading Group, LLC from 2021 to 2024 and has held various roles in trading education and recruitment. 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 managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.
Ryan L
Series 66
New York, NY
Equitable Advisors
Ryan Lane is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his industry career in 2026. His prior work history includes a period of unemployment from 2016 to 2024. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.
Andrea R
Series 66
New York, NY
Equitable Advisors
Andrea Randazzo is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Andrea worked at Ratti USA Inc. and was involved with Fotine Paura and Ratti Spa Società Benefit. Outside of financial advising, Andrea is self-employed in a home decor business. 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 a variety of third-party managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.
Anthony L
Series 66
New York, NY
Equitable Advisors
Anthony Laurentino is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience working in educational roles as well as at Dairy Queen. 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 LPL-sponsored programs and endorsing multiple third-party managers to provide advisory and brokerage solutions.
Anna V
Series 63, Series 66
New York, NY
Equitable Advisors
Anna Veber is a financial advisor with Equitable Advisors in New York, NY. She holds the Series 63 and Series 66 designations and has recently begun her career in financial advising. Prior to joining Equitable Advisors, she worked briefly at Alantra and Teneo, and has experience outside the financial industry, including a role at Ruby's Oyster Bar. 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 through a delivery model that emphasizes LPL-sponsored programs and multiple endorsed third-party managers.
Elisha W
Series 66
New York, NY
Equitable Advisors
Elisha Weiss is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, previously associated with AxA Advisors. Outside of his advisory role, Weiss serves as an office manager for NRX Consultants. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations. The firm offers access to asset management through LPL programs and third-party managers, using a hybrid referral and implementation model that includes both advisory and brokerage channels.
John S
Series 63, Series 65
New York, NY
Equitable Advisors
John Suh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory work, he is involved with the New York Korean-American Lions Club. 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 uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to meet client needs.
Deven A
Series 66
New York, NY
Equitable Advisors
Deven Amann Rao is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at the International Rescue Committee and MEP Capital, and worked in education and nonprofit leadership positions. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs and platforms. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services with a focus on tailored client solutions.
Anthony C
Series 66
New York, NY
Equitable Advisors
Anthony Caputo is a financial advisor with Equitable Advisors in Florham Park, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Axa Advisors LLC and Northwestern Mutual. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
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