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Andrew D
Series 66
New York, NY
Equitable Advisors
Andrew Derasmo is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2023. His prior experience includes roles at the University of Delaware and Saint Joseph's University, as well as involvement with the Centerport Yacht Club. 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 channels to implement client recommendations.
Ilya I
Series 66
New York, NY
Equitable Advisors
Ilya Ishayev is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Equitable Advisors since 2011, including time at Axa Advisors, LLC. Ishayev also operates a side business, The Bailey Group, and holds insurance appointments with Lloyds of London, Penn Mutual Insurance, and Bestow Term Life. 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 through a dual SEC-registered investment adviser and broker-dealer model.
Jack O
Series 66
New York, NY
Equitable Advisors
Jack O'Donohue is a Series 66-licensed financial advisor with Equitable Advisors, based in New York, NY, and has one year of industry experience. His prior work includes roles at Morrinson Wealth and involvement with the Bassett Street Brunch Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, 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, with a focus on LPL-sponsored programs and endorsed third-party managers.
Matthew S
Series 66
New York, NY
Equitable Advisors
Matthew Sultemeier is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He has one year of industry experience, including prior roles at Schools First FCU and Beta Agency. He attended the University of Florida from 2022 to 2026. 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. The firm utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.
Paul K
Series 66
New York, NY
Equitable Advisors
Paul Knieriem 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 at Fairfield Investment Group, Union Park Capital, and various community and educational organizations such as the Town of Huntington and Fairfield University. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through LPL-sponsored platforms and endorsed third-party managers.
Donovan C
Series 66
New York, NY
Equitable Advisors
Donovan Cook is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in New York, NY. He joined Equitable Advisors in 2025 and has prior experience working at Good Shepherd Communities and Edengen. Donovan is currently completing his studies at SUNY Oswego. 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 various third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals, risk tolerance, and time horizon.
Elaine D
Series 66
New York, NY
Equitable Advisors
Elaine Diaz is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her industry career in 2026. Her prior work experience includes positions in education and retail, including at Stoney Brook University and Carter's Inc. 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 through a dual-registered advisory and broker-dealer model.
Christopher L
Series 66
New York, NY
Equitable Advisors
Christopher Leech is a financial advisor at Equitable Advisors with three years of industry experience. He previously worked at Morgan Stanley for seven years. Leech holds the Series 66 designation and is based in New York, NY. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, and institutions. 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 broker-dealer.
Mack H
Series 66
New York, NY
Equitable Advisors
Mack Harris is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked in real estate services and had a position at Equinox Gym. 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 through a delivery model that relies heavily on LPL-sponsored programs and endorsed TAMPs.
Jack B
Series 66
New York, NY
Equitable Advisors
Jack Boltman is a financial advisor at Equitable Advisors with three years of industry experience and holds a Series 66 designation. His prior roles include positions at BNY Mellon, Northwestern Mutual Investment Services, and GT Entrepreneurs. 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.
Ilan K
Series 66
New York, NY
Equitable Advisors
Ilan Korchmar is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, SS&C Technologies, 800fund, and Starcom Mediavest. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.
Daniel F
Series 63, Series 66
New York, NY
Equitable Advisors
Daniel Fitzgerald Jr. is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Equitable Advisors and prior positions outside the financial industry. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Thomas B
Series 66
New York, NY
Equitable Advisors
Thomas Bentley is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Helen H. Offshore Fishing and the University of Georgia. 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 and offers both advisory and brokerage/insurance channels to meet client needs.
Brandon P
Series 66
New York, NY
Equitable Advisors
Brandon Polke is a financial advisor with Equitable Advisors based in New York, NY. He holds a Series 66 designation and has experience working at several firms including Delmarva Benefits Group and Aflac. Outside of advising, he has been involved with Babson College and the Lloyd Neck Bath Club. 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 through LPL-sponsored programs and endorsed TAMPs, providing a mix of discretionary and non-discretionary investment management.
Matthew S
Series 66
New York, NY
Equitable Advisors
Matthew Suh is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at St. John's University and Nassau Community College. Equitable Advisors serves a broad range of clients including individuals, 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.
Jared P
Series 63, Series 66
New York, NY
Equitable Advisors
Jared Possidel is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Atlantic Beach Club Inc. and academic positions at Binghamton University and the State University of New York at Oneonta. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.
Brandon W
Series 66
New York, NY
Equitable Advisors
Brandon Williams is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in roles including at Handshake AI, Carnegie Mellon University, and the Utah Department of Health. Outside of finance, he has experience at The Piano Place and in education at various high schools. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that emphasizes partnerships with program sponsors and endorsed third-party managers.
Joseph S
Series 66
New York, NY
Equitable Advisors
Joseph Sousa 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 roles at Peltast and self-employment, as well as a seven-year period at Malachi's INC. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Salvatore T
Series 66
New York, NY
Equitable Advisors
Salvatore Tavolilla is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with AXA Advisors. Outside of his advisory role, he serves as a trustee for an immediate family member. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.
Brien X
Series 66
New York, NY
Equitable Advisors
Brien Xhani is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Holy Name Fitness Center and has experience in education and food service. 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 both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model focused on LPL-sponsored and endorsed third-party programs.
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