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Steven B

Series 66

Wood Ridge, NJ

Equitable Advisors

Steven Battaglino is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2006. He has 20 years of industry experience, including prior roles at AXA Advisors and Ameriprise. Outside of his advisory work, he is a certified NRA pistol instructor and is involved in insurance sales through the Bogle Agency. 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, utilizing a blend of firm-offered 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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