A complete list of active advisors currently associated with Equitable Advisors
Warmer can help you find a great advisor at Equitable Advisors or one who fits your needs even better.
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 is dual‑registered as an SEC‑registered investment adviser and a broker‑dealer and works extensively through program sponsors and third‑party managers to deliver advisory and brokerage solutions. The firm’s delivery model relies heavily on LPL‑sponsored programs and a wide set of endorsed TAMPs, with Equitable acting as adviser, referral agent, or—where approved by the firm—as an IAR strategist in certain programs. A substantial portion of its regulatory assets is managed on a non‑discretionary basis (approximately $21.4B non‑discretionary versus $21.1B discretionary), and discretionary authority at the IAR level is limited to specific programs (e.g., SAM) and requires client consent and firm approval; Equitable also provides credentialed ERISA 3(21) and 3(38) services under controlled policies. Compared with many large institutional peers, Equitable does not sponsor its own wrap‑fee program but participates in LPL‑sponsored wrap programs, and the firm does not advertise hypothetical performance. The firm also operates an MWP “Advisor Sleeve” structure in which Equitable IARs may design models that LPL implements (without LPL’s usual strategist vetting), and it routinely refers clients to affiliated managers such as AllianceBernstein and Equitable Investment Management—relationships the firm discloses and monitors through formal due diligence.
To learn more about the advisors currently working at Equitable Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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