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Aidan C
Series 66
New York, NY
Equitable Advisors
Aidan Czajka is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience in various roles including positions at Charter Communications and Universal Builders Supply. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives.
Jasmine W
Series 66
New York, NY
Equitable Advisors
Jasmine Wu is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at the Immigration Law Group, LLP, and as an educator at various schools. 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 both proprietary and third-party solutions.
Raymond C
Series 66
New York, NY
Equitable Advisors
Raymond Corcoran is a financial advisor with Equitable Advisors in New York, NY, holding the Series 66 designation and possessing eight years of military experience with the United States Army. His background includes roles at Brooklyn College supporting the Veterans and Military Program and a brief tenure at Walmart. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through proprietary and third-party programs. The firm employs a model-based approach that integrates third-party asset managers and provides ERISA fiduciary services to qualified plans.
Gavroche G
Series 63, Series 66
New York, NY
Equitable Advisors
Gavroche Gelin is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked at Equitable Advisors since 2012 and previously was affiliated with Axa Advisors. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party managers and LPL-sponsored programs, offering diversified investment options and ERISA fiduciary services.
Trevor W
Series 66
New York, NY
Equitable Advisors
Trevor Wescott is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles in various businesses, including Belles Beachhouse, Framework, and Skydeck, and has experience in hospitality and nightlife sectors. 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 a range of asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Jack N
Series 66
New York, NY
Equitable Advisors
Jack Neary is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience with Premium Merchant Funding and The Seth Levy Team at Signature Premier Properties. Outside of his advisory work, he has been involved with LiveNation in operations and serves as a volunteer firefighter with the Merrick Fire Department. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs through its network of representatives and third-party managers, focusing on tailored investment solutions without sponsoring its own wrap fee program.
Spyros F
Series 66
New York, NY
Equitable Advisors
Spyros Fabrikant is a financial advisor at Equitable Advisors in New York, NY, with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2017, including its predecessor, AXA Advisors. 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 plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.
Carissa H
Series 66
New York, NY
Equitable Advisors
Carissa Hatley is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, and has nine years of industry experience. She has worked at Equitable Advisors since 2017, with prior experience at AXA Advisors, LLC and Cypress-Fairbanks ISD. Equitable Advisors serves a 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 utilizes third-party asset managers and advisory programs to deliver tailored investment solutions.
Kate H
Series 66
New York, NY
Equitable Advisors
Kate Hetzer is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with 10 years of industry experience. She has been with Equitable Advisors since 2016 and previously worked at AXA Advisors LLC from 2016 to 2020. 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party managed solutions.
Lincoln C
Series 63, Series 66
New York, NY
Equitable Advisors
Lincoln Cameron 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 outside finance such as at Ms. Kim's Karaoke Lounge and Flame Broiler. 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 programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.
Timothy G
Series 66
New York, NY
Equitable Advisors
Timothy Geissel is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation and entering his first year in the industry. His prior work experience includes roles at Victory Home Remodeling and a family CPA firm. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party asset managers and advisory programs to implement client strategies.
Michaela L
Series 66
New York, NY
Equitable Advisors
Michaela Lynch is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. She joined the firm in 2025 and has no prior industry experience. Her background includes roles at Appletree Family Restaurant and involvement with the Indiana State University Resident Hall Association. 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, using a combination of in-house and third-party advisory models.
Yong C
Series 63, Series 65
New York, NY
Equitable Advisors
Yong Chen is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2012. Chen serves as a board member of the nonprofit America Needs You and has a small outside business interest in Titan Agency LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm works with a network of Investment Adviser Representatives and offers a range of advisory programs that incorporate third-party asset managers and ERISA fiduciary services.
Ian G
Series 66
New York, NY
Equitable Advisors
Ian Godin is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at AXA Advisors, LLC, Wall Street Access, and Wagner College. 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 programs, utilizing a variety of third-party advisory models and investment options.
Kristopher W
Series 63, Series 65
New York, NY
Equitable Advisors
Kristopher Woodcock is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with Axa Advisors, LLC. Woodcock is also associated with The Summit Group as an additional business activity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a range of advisory models, including third-party sponsored programs and discretionary management within its SAM program, offering investment options across mutual funds, ETFs, separately managed accounts, and select alternative investments.
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