Anna Veber is a financial advisor with Equitable Advisors in New York, NY. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior work includes roles at Alantra, Teneo, Ruby's Oyster Bar, and Manursing Island Club. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services. The firm uses a variety of advisory models, many implemented through third-party managers, and provides ERISA fiduciary services through credentialed representatives.

Elisha Weiss is a Series 66 licensed financial advisor with Equitable Advisors in New York, NY, and has 21 years of industry experience. He has worked at Equitable Advisors since 2005, including its predecessor, AxA Advisors. Outside of advisory duties, he serves as an office manager for NRX Consultants. 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 asset management through a network of investment adviser representatives, utilizing both proprietary and third-party advisory programs.

John Suh is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. Outside of his advisory work, he is involved with the New York Korean-American Lions Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory models and programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management solutions.

Deven Amann Rao is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 license and three years of industry experience. His background includes roles with the International Rescue Committee and involvement in nonprofit leadership and sports organizations. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Anthony Caputo is a Series 66-licensed financial advisor with Equitable Advisors, based in New York, NY, and has seven years of industry experience. His career includes roles at Equitable Advisors since 2019, with prior positions at Axa Advisors LLC, Northwestern Mutual, Maplewood Country Club, and Fairfield University. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as 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, utilizing both proprietary and third-party solutions.

Nicholas Zahos is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and seven years of industry experience. His career includes roles at AXA Advisors and ARX Specialty Pharmacy, along with positions in academic settings such as Rosalind Franklin University of Medicine and Science and the University of California, Los Angeles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of investment adviser representatives. The firm utilizes third-party asset managers and advisory programs, delivering customized advice and ERISA fiduciary services without sponsoring a proprietary wrap fee program.

Oren Yoskowitz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2002. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering clients a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel O'Rourke is a Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. His background includes legal work at James L O'Rourke Law Office and positions at academic institutions such as the State University of New York at Albany and Yale University. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives. The firm utilizes both proprietary and third-party advisory models and offers services including ERISA fiduciary support for qualified plans.

Anthony Sages is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Equitable Advisors serves a wide range of clients 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 services.

Christopher Yang is a Series 66-registered financial advisor with Equitable Advisors in New York, NY, and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial sector. 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, relying on both proprietary and third-party investment solutions delivered through a nationwide network of Investment Adviser Representatives.

Maxwell Oppong Jr. is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation and with approximately one year of industry experience. His prior work history includes positions at KIA West Nyack, New Balance, Protiviti, and Dicks Sporting Goods, among others. Equitable Advisors serves a broad client base that includes individual investors across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, employing a combination of firm-offered platforms and third-party advisory solutions.

Matthew Eccher is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Hoboken High School and The Harvey School, and spent one year with Mathnasium. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Alix Bien Aime is a Series 66 credentialed financial advisor with 22 years of industry experience, currently with Equitable Advisors since 2023. Prior to this, Alix worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc from 2010 to 2023. Outside of advisory work, Alix is the founder and officer of Skydive 4 Causes, a charity focused on promotion, awareness, and fundraising, and is also involved in coaching athletes and commercial photography. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and employs both firm-offered and third-party advisory programs.

Denny Mendez is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at several firms, including multiple tenures at Equitable Advisors and Axa Advisors. Outside of his advisory role, he has an appointment with Exceptional Risk Advisors focusing on disability insurance. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Douglas Rothman is a financial advisor at Equitable Advisors with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Castle Placement Investment Bank and Guardhill Financial Corp., among others. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Edward Morehouse Jr. is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a volunteer trustee of the Fairview Cemetery Board in Chappaqua, NY, and holds a governmental position with the Village of Ardsley. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and asset managers.

Stephanie Marine is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Herno USA, M5 Showroom, The Vanity Room, and LIM College, as well as involvement with Club at 39th, LLC — Sapphire Night Club. Equitable Advisors serves a broad client base including individuals, 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. The firm utilizes a range of third-party advisory models and proprietary programs, providing diversified investment options and ERISA fiduciary services for qualified plans.

Spencer Latterman is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Eagle Point Funding and Aon, as well as time spent at the University of Michigan and Stratton Mountain School. 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Aidan Brusey is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions with Prospect Select and involvement in community organizations such as Ridgewood Parks and Rec. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and utilizing a variety of advisory models, including third-party and proprietary programs, to deliver tailored investment solutions.

Rahul Swaminathan is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked in educational roles at the Stevens Institute of Technology, The Tutoring Center, and Mount Olive schools. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.