Canonsburg, PA Office
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Equitable Advisors
Institution
Firm-wide stats for Equitable Advisors
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
Based on Equitable Advisors
Location
1900 Main Street, Suite 211
Canonsburg PA 15317
Advisors at this office
4
Advisors at this office
Beaux D
Series 66, Series 63
Canonsburg, PA
Equitable Advisors
Beaux Delattre is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Equitable Advisors since 2011, including time spent under its prior name, Axa Advisors. Delattre Financial Services, a non-investment business, is owned by him in Canonsburg, Pennsylvania. 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 programs. The firm delivers services through Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.
Laura S
Series 63, Series 66
Canonsburg, PA
Equitable Advisors
Laura Scholz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at LPL Financial, TriState Capital Bank, and Seasons Financial Advisors. She serves as a nonprofit board member of the Pittsburgh Stock and Bond Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and relies on third-party asset managers and sponsored programs for most investment model implementations.
Jacob D
Series 66
Canonsburg, PA
Equitable Advisors
Jacob Dobich is a financial advisor with Equitable Advisors in Canonsburg, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors, Seventy2 Capital Wealth Management, and the University of Maryland. Outside of finance, he was involved with Danny West Painting and Remodeling LLC for three years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment vehicles.
Kyle B
Series 63, Series 66
Canonsburg, PA
Equitable Advisors
Kyle Bero is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously with Axa Advisors, LLC, as well as Nemacolin Woodlands Resort. Outside of his advisory role, he is the owner of KKB & Associates, a non-investment business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to provide tailored investment solutions.
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