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John D
Series 66, Series 63
New York, NY
Equitable Advisors
John Donnarumma is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Palumbo Wealth Management and has been associated with Rockville Centre Links for five years, where he also serves as a caddie. 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 primarily through LPL-sponsored programs and third-party managers, managing substantial assets on both discretionary and non-discretionary bases.
Sergey D
Series 66
New York, NY
Equitable Advisors
Sergey Danelyan is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and concurrently worked with Axa Advisors, LLC from 2005 to 2020. Outside of his advisory role, he is involved in insurance activities through a business known as Pillar Group. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.
Kenson T
Series 63, Series 65
New York, NY
Equitable Advisors
Kenson Thomas is a financial advisor with Equitable Advisors in Brooklyn, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory work, he is involved in a limited liability company related to P&C insurance and participates in a spouse-related consulting business. 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, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Jackson H
Series 66
New York, NY
Equitable Advisors
Jackson Hillner is a Series 66-licensed financial advisor at Equitable Advisors with five years of industry experience. His background includes a brief tenure at Prudential Financial and roles outside the financial sector, such as with the Jorgensen Center for the Performing Arts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.
Brendan B
Series 63, Series 66
New York, NY
Equitable Advisors
Brendan Bakst is a financial advisor at Equitable Advisors in New York, NY, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Brookstone Capital Management, Bank of America, and Merrill. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, 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 and leverages a delivery model that includes LPL-sponsored programs and third-party managers.
Kyle C
Series 66
New York, NY
Equitable Advisors
Kyle Carney is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held roles at Barstool Sports, Jump Platforms, and Windstream Wholesale. Carney has also been involved with Camp ANCHOR. 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 operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.
Mindy D
Series 63, Series 65
New York, NY
Equitable Advisors
Mindy Dunnigan is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Equitable Advisors since 2013, including prior tenure at AxA Advisors from 2013 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer structure.
Maia T
Series 66
New York, NY
Equitable Advisors
Maia Tindall is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2026, she was involved in operating Eleva Coffee Lounge from 2024 to 2025 and has held various roles including work with the William & Mary Department of Economics and Princeton University’s American Excavations at Morgantina. 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 that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.
Finn A
Series 66
New York, NY
Equitable Advisors
Finn Allen is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Market 32 and WorcesterMulti. Allen also manages entrepreneurial ventures such as Allen Creative Group and Allen Wireless. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.
Brandon F
Series 66, Series 63
New York, NY
Equitable Advisors
Brandon Forrester is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations. He has six years of industry experience, including prior roles at AXA Advisors and Burkenroad Reports. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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 LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.
Jason P
Series 63, Series 66
New York, NY
Equitable Advisors
Jason Pyun is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at AXA Advisors and Basepoint Capital, as well as periods affiliated with Tulane University. 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.
Benjamin F
Series 66
New York, NY
Equitable Advisors
Benjamin Feiner is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services Inc. Outside of his advisory role, he is involved as an independent agent in the sales and service of fixed insurance products through Premier Capital Management Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.
Jake F
Series 66
New York, NY
Equitable Advisors
Jake Freeman is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at NewtekOne and Levent. Freeman attended the University of Michigan from 2020 to 2024. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Christian R
Series 66
New York, NY
Equitable Advisors
Christian Reynoso Jimenez 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 positions at SP Plus and worked in educational institutions including CUNY City College and All Hallows High School. 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 operates as a dual-registered SEC investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.
Austin J
Series 66
New York, NY
Equitable Advisors
Austin Jett is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Jett Bee Removal, operating under The Bailey Group. 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, providing both advisory and brokerage/insurance channels to clients.
Daniel F
Series 66
New York, NY
Equitable Advisors
Daniel Frankenberry is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his current role, he worked in education and community recreation roles, including positions at Long Island University and Garden City Recreation Swimming Pool. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth individuals, retirement plans, corporate entities, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.
Filipp Z
Series 66
New York, NY
Equitable Advisors
Filipp Zaytsev is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Zaytsev is also the President and CEO of Aeternum Capital. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.
Jake C
Series 66
New York, NY
Equitable Advisors
Jake Corda is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following positions at AXA Advisors LLC, American Wealth Administration Group LLC, and other roles outside financial services. 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 operates through program sponsors and endorsed third-party managers, providing both advisory and brokerage solutions with a regulatory focus on non-discretionary management.
Joseph K
Series 66
New York, NY
Equitable Advisors
Joseph Kohn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including DoorDash and Bleakley Financial Group. Outside of his advisory work, he manages inventory for Kneaded Bread Inc., a bakery business he has been involved with since 2014. 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 multiple third-party platforms. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to clients.
Shane K
Series 66
New York, NY
Equitable Advisors
Shane Keane is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Private Advisor Group and Premium Merchant Funding, as well as experience outside finance in the hospitality and education sectors. 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, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.
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