Brooklyn, NY Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 967 offices

Location

Brooklyn NY

Advisors at this office

2

Advisors at this office

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Maria M

Series 66

Brooklyn, NY

Equitable Advisors

Maria Montero Chin is a financial advisor with Equitable Advisors in Brooklyn, NY, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is involved as a tax preparer and notary public through MAX TAX 1342 LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage channels to implement recommendations.

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

Series 63, Series 65

Brooklyn, NY

Equitable Advisors

Zulin Gan is a financial advisor with Equitable Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and tailors services based on client goals, risk tolerance, and time horizon.

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