Cleveland, TN 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
4160 North Ocoee Street, Suite 9
Cleveland TN 37312
Advisors at this office
3
Advisors at this office
Mitchell C
Series 66
Cleveland, TN
Equitable Advisors
Mitchell Crispin is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Waypoint Financial Partners and teaching positions at Transylvania University and McCallie School. Equitable Advisors serves a diverse 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 variety of third-party asset managers and advisory programs to deliver tailored investment solutions.
Gabriel G
Series 66
Cleveland, TN
Equitable Advisors
Gabriel Gamble is a Series 66–licensed financial advisor with Equitable Advisors, based in Cleveland, TN, where he has worked since 2002. He has 23 years of industry experience and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he serves as a notary public. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm employs a variety of advisory models and programs, including referrals to third-party asset managers, focusing on matching clients to appropriate investment solutions based on their risk tolerance and needs.
Matthew W
Series 66
Cleveland, TN
Equitable Advisors
Matthew Wiseman is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including its prior form as AXA Advisors. Wiseman serves on the board of the Rotary Club of Cleveland as secretary and is a board member and investment committee member of the United Way of the Ocoee Region. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses both internally managed and third-party advisory programs, focusing on aligning client risk profiles with appropriate investment solutions.
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