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Maurice G
Series 66
Spring Hill, TN
Equitable Advisors
Maurice Gelfo is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 40 years of industry experience. He has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is a life settlement agent with Ashar Group LLC and is involved in property and casualty insurance sales. 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 as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.
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