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Michael C

Series 66

Nutley, NJ

Equitable Advisors

Michael Cocco is a Series 66-licensed financial advisor at Equitable Advisors with 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. He serves as a board member of the Penn State Alumni Association and the Montclair Public Library Foundation, contributing to charitable and community programming efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party asset managers and proprietary programs, to tailor investment solutions for a wide range of client needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael E

Series 66

Nutley, NJ

Equitable Advisors

Michael Errichiello is a financial advisor with Equitable Advisors in Nutley, NJ, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and Axa Advisors LLC. Outside of his advisory work, he serves as a part-time fire inspector and firefighter, holds the treasurer position for the Lyndhurst Volunteer Fire Department, and is involved with fire prevention and emergency response organizations in New Jersey. 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 employs a model-based approach to client portfolios, utilizing third-party asset managers and advisory programs alongside select proprietary options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Daniel C

Series 66

Nutley, NJ

Equitable Advisors

Daniel Cocco is a financial advisor with Equitable Advisors in Nutley, NJ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Axa Advisors, Slalom Consulting, and Ernst & Young LLP. In addition to his advisory role, he serves as Operations Manager at Beacon Wealth Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a mix of in-house and third-party advisory programs to deliver tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Salvatore C

Series 63, Series 65

Nutley, NJ

Equitable Advisors

Salvatore Cocco Jr. is a financial advisor with Equitable Advisors in Nutley, NJ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. He serves on several nonprofit boards, including the Michael Geltrude Foundation and the 1st Cerebral Palsy Center of NJ. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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