Boca Raton, FL Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

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

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

Boca Raton FL

Advisors at this office

6

Advisors at this office

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Brian F

Series 66

Boca Raton, FL

Equitable Advisors

Brian Friedman is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he coaches Little League Baseball in Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of investment models and third-party managers to tailor solutions for its clients.

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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Brian G

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Brian Garrette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, Charles Schwab, Eastern Point Advisors Inc., and Potomac. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of investment models and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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
user avatar

Andrew L

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Andrew Langus is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2000. Outside of his advisory role, Langus is a Certified Public Accountant and provides accounting and tax return services to clients. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory 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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Jeffrey W

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Jeffrey West is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Equitable Advisors since 2011 and previously with Axa Advisors and Equity Services, Inc. Outside of his advisory role, he serves as Managing Partner of Financial Compass Group, LLC, and acts as an administrator or executor of estates and trusts. 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 solutions, utilizing both firm-offered programs and third-party advisory models through a large network of Investment Adviser Representatives.

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
user avatar

Steven M

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Steven Marin is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs to tailor investment solutions to clients’ 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
user avatar

Gary K

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Gary Klazmer is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked with Eagle Strategies (NY Life), New York Life, and Axa Advisors. Klazmer is also a licensed attorney, though currently inactive, and serves as president and partner in several family holding entities. 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 through both proprietary programs and third-party managers, focusing on personalized risk assessment and model matching with access to diverse 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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