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Joseph C
Series 63, Series 65
New York, NY
Equitable Advisors
Joseph Cwietniewicz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor AXA Advisors. Outside of his advisory role, he serves as a board member of The Manhasset Bay Yacht Club in Port Washington and is a member of the Penn Club in New York City. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a large network of representatives. The firm employs a range of advisory models and third-party asset managers, and it offers ERISA fiduciary services to qualified plans.
Chase D
Series 66
New York, NY
Equitable Advisors
Chase Di Miceli is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has prior experience at Seaview Private Investments and Hobart and William Smith College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored advisory solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Demetrios K
Series 66
New York, NY
Equitable Advisors
Demetrios Koutsidis is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at several companies before joining Equitable Advisors in 2021. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.
Kevin M
Series 66
New York, NY
Equitable Advisors
Kevin Madden Jr. is a Series 66 licensed financial advisor at Equitable Advisors with three years of industry experience. His background includes roles outside finance such as work at Trump National Golf Course and Bernards Salon, as well as time spent attending the University of South Carolina. 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 programs. The firm offers advisory services through a network of representatives and relies on third-party sponsors and model portfolios, delivering solutions that encompass mutual funds, ETFs, separately managed accounts, and selected alternative investments.
Philippe B
Series 63, Series 66
New York, NY
Equitable Advisors
Philippe Bastide is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior work includes roles at AXA Advisors and Strategic Financial Solutions, as well as involvement with the New York Greater Councils of the Boy Scouts of America. 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Cynthia H
Series 63, Series 66
New York, NY
Equitable Advisors
Cynthia Hetner is a financial advisor at Equitable Advisors with 25 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Based in New York, NY, she has a long tenure at the firm. 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 its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.
James D
Series 63, Series 66
New York, NY
Equitable Advisors
James Defelice is a financial advisor at Equitable Advisors in New York, NY, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2015, previously working at Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm offers a combination of in-house and third-party advisory solutions and focuses on matching clients to appropriate investment models or discretionary managers.
Matthew C
Series 66
New York, NY
Equitable Advisors
Matthew Copland is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at KPMG International, IDB Capital Corporation, and several academic institutions. 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 through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.
Andrew T
Series 66
New York, NY
Equitable Advisors
Andrew Tart is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026. His prior roles include positions at Natureza Growth Partners and Harbour Asset Private Wealth, as well as experience in academia at Bucknell University and the University of Technology Sydney. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and referrals to third-party managers.
Eric S
Series 63, Series 66
New York, NY
Equitable Advisors
Eric Scandurra is a financial advisor with Equitable Advisors based in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at AXA Advisors LLC and Columbia. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm emphasizes personalized risk assessment and employs various advisory models, including firm-sponsored and third-party programs.
John B
Series 66
New York, NY
Equitable Advisors
John Bartleson is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at T3 Trading Group and has been involved with Jared Dietch Music Matters since 2024. He also has over a decade of experience as a self-employed professional. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.
Matthew B
Series 66
New York, NY
Equitable Advisors
Matthew Brigham is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. He has held roles at Equitable Advisors, Durham Brothers LLC, True Lacrosse, and Aetna. Outside of his advisory work, he is co-owner of Durham Brothers LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.
Brandon L
Series 66
New York, NY
Equitable Advisors
Brandon Lou is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he was employed at the Royal Bank of Canada and attended Villanova University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors, utilizing both proprietary and third-party investment programs.
Yousaf K
Series 66
New York, NY
Equitable Advisors
Yousaf Khan 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 Project Destined, Jetzy, CVS, and Nisar Pharmacy Inc. Outside of financial advising, he is a partner and investor in Lincoln Express Pharmacy Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory models.
Joseph G
Series 66
New York, NY
Equitable Advisors
Joseph Gaviria is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 license and has previously worked at Mazars USA LLP and Deloitte Tax LLP. Outside of financial advising, he owns Abstrax Productions LLC, an entertainment and DJ services business. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.
Joshua G
Series 63, Series 65
New York, NY
Equitable Advisors
Joshua Goodman is a financial advisor at Equitable Advisors with one year of industry experience. Prior to his current role, he held positions with the New York Yankees and New York Jets. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.
John S
Series 66
New York, NY
Equitable Advisors
John Sloan is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Irving Levin Associates and several hospitality and country club positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and primarily uses third-party asset managers and sponsored advisory programs to implement client strategies.
Hugo P
Series 66
New York, NY
Equitable Advisors
Hugo Pierrel is a financial advisor at Equitable Advisors based in New York, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Australasian Property Group, Champ Camp, Venture Data, and Urban Outfitters. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management services. The firm uses a network of Investment Adviser Representatives and third-party managers to implement investment strategies tailored to client risk tolerance and objectives.
Benjamin N
Series 63, Series 66
New York, NY
Equitable Advisors
Benjamin Nir is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and five years of industry experience. Prior to his current role, his work history includes positions at the Watchung Police Department and various other organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of investment programs and third-party managers to tailor solutions based on client information and risk tolerance, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Andrew D
Series 66
New York, NY
Equitable Advisors
Andrew Derasmo is a Series 66-registered financial advisor with Equitable Advisors in New York, NY, and has three years of industry experience. Prior to joining Equitable Advisors, he was affiliated with the University of Delaware and Saint Joseph's University, and he also has experience at the Centerport Yacht Club. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.
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