Denver, CO Office

Team
Updated today
Equitable Advisors logo

Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,648

Across 968 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

Denver CO

Advisors at this office

5

Advisors at this office

user avatar

Erin S

Series 66

Denver, CO

Equitable Advisors

Erin Stockmyer is a financial advisor at Equitable Advisors based in Denver, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, she worked at American Heat Cool LLC and also has experience as a homemaker and in academic settings at Regis University and Red Rocks Community College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models through a network of Investment Adviser Representatives, often utilizing third-party asset managers and programs to deliver solutions tailored to client risk tolerance and investment goals.

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

Brian S

Series 63, Series 65

Denver, CO

Equitable Advisors

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services 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
user avatar

Chad S

CFP®, Series 66

Denver, CO

Equitable Advisors

Chad Stimpson is a CFP® and Series 66-registered advisor with Equitable Advisors in Denver, CO, with nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC, and was employed at BB King's Blues Club for two years. 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 various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors 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

Gordon S

Series 63, Series 65

Denver, CO

Equitable Advisors

Gordon Sandeman is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models delivered through third-party programs and focuses on matching clients with appropriate investment solutions based on personal and plan information and risk tolerance.

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

Donald P

ChFC®, Series 63, Series 65

Denver, CO

Equitable Advisors

Donald Pacheco Jr. is a ChFC®-designated financial advisor with 44 years of industry experience, currently with Equitable Advisors in Denver, CO. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is appointed to sell insurance products outside of the Equitable network. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset 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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