Deerfield, IL 520 Lake Cook Road Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 977 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

520 Lake Cook Road, Suite 270

Deerfield IL 60015

Advisors at this office

26

Advisors at this office

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Ryan F

Series 66

Deerfield, IL

Equitable Advisors

Ryan Fike is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2012, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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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Bradley L

CFP®, ChFC®, Series 66

Deerfield, IL

Equitable Advisors

Bradley Lazar is a financial advisor with Equitable Advisors in Deerfield, IL, holding the CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Outside of his advisory role, Lazar serves as president of his local homeowners association board, mentors students through Delta Sigma Pi at the University of Iowa, and teaches undergraduate business courses as an adjunct professor at Carthage College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement many investment models.

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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Kevin W

Series 65, Series 63

Deerfield, IL

Equitable Advisors

Kevin Wales is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years before joining Equitable Advisors in 2024. Outside of his advisory role, he serves as president of the Chelsey Crossing Homeowner's Association, where he helps plan projects and runs board meetings. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using a range of proprietary and third-party models and programs, including ERISA fiduciary services for qualified plans.

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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Thomas N

Series 66

Deerfield, IL

Equitable Advisors

Thomas Noto Jr. is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as an ice hockey official for USA Hockey, the governing body for amateur ice hockey players, coaches, and officials. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a network of Investment Adviser Representatives and offers a variety of advisory programs, including third-party asset management and fiduciary services for qualified plans.

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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Kathy K

Series 66

Deerfield, IL

Equitable Advisors

Kathy Krzeminski is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Axa Advisors LLC and Principal Securities Inc. She has been with Equitable Advisors since 2019. 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 programs, utilizing a range of proprietary and third-party advisory models.

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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Richard L

Series 63, Series 65

Deerfield, IL

Equitable Advisors

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles at Alterra Mountain Company, Gerry's Cafe, and Mount Prospect Golf Course. Lies is involved in a family-owned dental practice, Five Six Family Dental, where he provides occasional business support. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines proprietary and third-party advisory solutions without sponsoring its own wrap fee program.

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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Aaditya P

Series 66

Deerfield, IL

Equitable Advisors

Aaditya Patel is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Bankers Life and held various other roles outside the financial sector, including a position with Bradley University’s Intramural Sports Department. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party managers.

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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Jared P

Series 63, Series 65

Deerfield, IL

Equitable Advisors

Jared Pincoski is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2013. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party 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
user avatar

Robert M

Series 63, Series 65

Deerfield, IL

Equitable Advisors

Robert Michalak is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he serves as president of a six-unit townhouse association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management 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
user avatar

James R

Series 66

Deerfield, IL

Equitable Advisors

James Rammel is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as 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 delivered through a network of Investment Adviser Representatives and third-party advisory platforms.

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

Edward V

Series 63, Series 66

Deerfield, IL

Equitable Advisors

Edward Vrablik is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, and LPL Financial, among others. He serves as president of his condominium association in Kohler, Wisconsin, and participates on the NAIFA LUTCF test writing committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions while offering ERISA fiduciary services to qualified plans.

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

Christopher S

Series 63, Series 66

Deerfield, IL

Equitable Advisors

Christopher Stanphill is a financial advisor at Equitable Advisors with 27 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Equitable Advisors since 1999, including during its affiliation with AXA Advisors. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver tailored 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
user avatar

Jonathan L

Series 66

Deerfield, IL

Equitable Advisors

Jonathan Laven is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. He serves on the board of directors for the Zacharias Sexual Abuse Center, advising the organization on supporting abuse survivors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers services through Investment Adviser Representatives and utilizes a range of third-party advisory programs and discretionary management models.

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

Diana C

CFP®, Series 66

Deerfield, IL

Equitable Advisors

Diana Chernyhovsky is a CFP® professional with 22 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, managing client financial needs throughout her tenure. She is involved in outside insurance brokerage activities under various DBAs such as CUBE FINANCIAL PARTNERS, LLC and SURGEONS CAPITAL MANAGEMENT. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing services across 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

Matthew K

Series 66

Deerfield, IL

Equitable Advisors

Matthew Kooperman is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 14 years of industry experience with previous roles at Ameriprise Financial Services, Edward Jones, and Morgan Stanley. Outside of his advisory work, he serves as a trustee and agent of record for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm utilizes third-party program sponsors and offers a range of investment options, including mutual funds, ETFs, separately managed accounts, and 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
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