East Islip, NY Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

3

Of 4,620 advisors across 967 offices

Location

96 East Main Street

East Islip NY 11730

Advisors at this office

3

Advisors at this office

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Paul S

Series 63, Series 65

East Islip, NY

Equitable Advisors

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and has maintained a business, Southard General Group Inc, focusing on insurance sales since 1984. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and a variety of endorsed third-party money managers.

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

Series 66

East Islip, NY

Equitable Advisors

Nicholas Diolosa is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Fidelity Personal and Workplace Advisors and Scottrade Investment Management before joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a broad range of LPL-sponsored and endorsed third-party managed programs.

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

Series 63, Series 65

East Islip, NY

Equitable Advisors

Brian Mills is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Mills serves as an appointed member of the Riverhead Town Board of Assessment Review. 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 offers both advisory and brokerage/insurance services.

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