Auburn, NY E. Genesee St. Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,633 advisors across 966 offices

Location

12 E. Genesee St., Suite 102

Auburn NY 13021

Advisors at this office

2

Advisors at this office

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Charles S

Series 63, Series 65

Auburn, NY

Equitable Advisors

Charles Shaw is a financial advisor with Equitable Advisors in Auburn, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Shaw serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement-plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage channels to clients.

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

Series 63, Series 66

Auburn, NY

Equitable Advisors

Gillian Dimora is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2012, previously working at AXA Advisors. Outside of her advisory role, she serves as a board member and treasurer for the Auburn Hockey Club. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering access to asset management through LPL programs and multiple third-party asset managers.

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