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Frederick M

Series 66

New York, NY

Equitable Advisors

Frederick Meagher 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 Sterling National Bank and IHS Markit. He also worked at the Country Club of Fairfield for five years. Equitable Advisors serves a broad mix of 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 through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.

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

Series 66

New York, NY

Equitable Advisors

Karene Chin is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Financial Independence Group and various positions unrelated to financial services. 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 a range of advisory and brokerage channels.

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

Series 63, Series 65

New York, NY

Equitable Advisors

Dahniel Buie is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at BCM Holdings, Macy's Inc., and Dataminr, 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on 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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Lin Z

Series 63, Series 66

New York, NY

Equitable Advisors

Lin Zhang is a financial advisor with Equitable Advisors in White Plains, NY, holding Series 63 and Series 66 credentials and having 20 years of industry experience. Lin has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored through a client intake process that addresses 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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Sean F

Series 66

New York, NY

Equitable Advisors

Sean Ford is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Prudential Investment Management Services LLC from 2016 to 2024. 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 is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver 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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Shayla S

Series 66

New York, NY

Equitable Advisors

Shayla Sahmanovic is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. Her career includes roles at Equitable Advisors, Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill, and Better Mortgage. Outside of finance, she is a part owner of Sova Construction, Inc., a construction company, where she handles administrative and bookkeeping tasks. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage/insurance channels to deliver tailored client solutions.

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

Series 66

New York, NY

Equitable Advisors

Andrew Lindenberg is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services Inc. and AXA Advisors, LLC. He is based in New York, NY. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, combining advisory and brokerage channels to tailor services based on 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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Dror H

Series 63, Series 65

New York, NY

Equitable Advisors

Dror Harsinay is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in New York, NY. Outside of his advisory role, he is involved in activities related to insurance. 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 various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

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

Series 66

New York, NY

Equitable Advisors

Victor Skoczylas is a financial advisor at Equitable Advisors based in New York, NY. He holds the Series 66 designation and has been with Equitable Advisors since 2025. Prior to his current role, his work experience includes positions at The Home Depot and Maimonides Health, as well as time spent at St. John's University. 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/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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Jake P

Series 66

New York, NY

Equitable Advisors

Jake Palmer is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience, having joined Equitable Advisors in 2026. Prior to his current role, he worked in various positions outside the financial industry, including roles in marketing and design. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a mix of advisory and brokerage solutions with a focus on LPL-sponsored programs and 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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Li Z

Series 66

New York, NY

Equitable Advisors

Li Zhao is a financial advisor at Equitable Advisors in New York, NY, with 25 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2000, following a prior role at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. 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.

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

Series 66

New York, NY

Equitable Advisors

Andrew Gillman 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 2011 and previously worked at Axa Advisors, 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 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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Connor T

Series 66

New York, NY

Equitable Advisors

Connor To is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Block Equity Group and various hospitality and retail businesses. Outside of financial services, he operates an online sneaker resale business. Equitable Advisors serves a broad range of 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 utilizes LPL-sponsored programs and endorsed TAMPs, with a significant portion of assets managed on a non-discretionary basis and provides credentialed ERISA 3(21) and 3(38) services under controlled policies.

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

CFP®, Series 66

New York, NY

Equitable Advisors

Justin Kaplan is a CFP®-certified financial advisor with Equitable Advisors in New York, NY, and has seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, and held roles in other industries including at Enterprise Rent-A-Car and ALM Media. Outside of his advisory work, he is involved with Jack Schroeder and Associates, LLC, which focuses on Medicare sales. 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 through LPL-sponsored programs and endorsed TAMPs to provide both 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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Tyler S

Series 66

New York, NY

Equitable Advisors

Tyler Standfield is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Swyph and JLL Technologies. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

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

Series 66

New York, NY

Equitable Advisors

Nicholas Teutonico is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Deutsche Bank and has been involved with Party Perfect Rentals and DoorDash. 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 third-party programs and advisory services. The firm operates a hybrid referral and implementation model, utilizing a range of third-party asset managers and offering both advisory and brokerage channels.

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

Series 66

New York, NY

Equitable Advisors

Alex Pulsifer is a financial advisor with Equitable Advisors based in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at the Office of Counsel Woman Gale Brewer and several nonprofit and educational organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and a variety of endorsed third-party asset management platforms.

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

Series 66

New York, NY

Equitable Advisors

Darrell Brake is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026. Outside of his advisory role, he was involved with Movember from 2023 to 2025 and operated D.Brake Marine LLC from 2017 to 2023. Equitable Advisors serves a diverse client base 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 an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and various endorsed TAMPs.

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

Series 65, Series 66

New York, NY

Equitable Advisors

Ken Hara is a financial advisor with Equitable Advisors in New York, NY, holding Series 65 and Series 66 licenses and having 20 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, 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 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.

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

Series 66

New York, NY

Equitable Advisors

William Cheng 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 the University at Buffalo and Boston Market. 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 services tailored to client goals and risk tolerances.

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