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Spyros F

Series 66

New York, NY

Equitable Advisors

Spyros Fabrikant is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. from 2017 to 2020. 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, utilizing a delivery model that includes LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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, where she has worked since 2017. She has eight years of industry experience, including prior roles at AXA Advisors and Cypress-Fairbanks ISD. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kate H

Series 66

New York, NY

Equitable Advisors

Kate Hetzer is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2016 and previously worked at AXA Advisors LLC. 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 a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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. Prior to joining Equitable Advisors, he held various positions including work at Ms. Kim's Karaoke Lounge and Bank of East Asia. 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 multiple third-party programs. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and providing both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michaela L

Series 66

New York, NY

Equitable Advisors

Michaela Lynch is a financial advisor with Equitable Advisors in New York, NY. She holds a Series 66 designation and began her career in financial services in 2025. Prior to joining Equitable Advisors, she worked in various roles including positions at Appletree Family Restaurant and involvement with the Resident Hall Association at Indiana State University. 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, and operates through a combination of advisory and brokerage solutions, often utilizing LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Yong C

Series 63, Series 65

New York, NY

Equitable Advisors

Yong Chen is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including time with its predecessor, AxA Advisors. Outside of his advisory role, Chen serves on the board of America Needs You and is involved with Titan Agency LLC. 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 a network of third-party asset 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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 positions at AXA Advisors, Wall Street Access, and Wagner College. Equitable Advisors serves 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, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 registrations and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2016, with prior experience at AXA Advisors, LLC. He also operates a separate business under the name The Summit Group. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and works extensively through program sponsors and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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