Falls Church, VA Fairview Park Drive Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

43

Of 4,620 advisors across 967 offices

Location

3141 Fairview Park Drive, Suite 250

Falls Church VA 22042

Advisors at this office

43

Advisors at this office

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Bradley M

Series 66

Falls Church, VA

Equitable Advisors

Bradley Martin is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Yes Hearing and SmartBrief, as well as entrepreneurial involvement with All Digital Dental Design Studio and Star City Games. He also serves as an administrator or executor of an estate and trustee of a trust. 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 employs 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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Nathaniel H

Series 66

Falls Church, VA

Equitable Advisors

Nathaniel Hamilton is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Financial Growth Partners. Prior to his advisory career, he has experience in education and the brewing industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, focusing on both discretionary and non-discretionary asset management solutions.

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

Series 66

Falls Church, VA

Equitable Advisors

Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Outside of his advisory role, he presents retirement planning seminars and webinars to federal government employees as an independent contractor. 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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

CFP®, ChFC®, Series 63, Series 65

Falls Church, VA

Equitable Advisors

Thomas Natoli is a financial advisor with Equitable Advisors in Falls Church, VA, holding CFP® and ChFC® designations and 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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

Series 66

Falls Church, VA

Equitable Advisors

Christopher Regan is a financial advisor with Equitable Advisors in Falls Church, VA. He holds a Series 66 designation and has 11 years of industry experience, having worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2014. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Falls Church, VA

Equitable Advisors

Keith Lee is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Nike and has been involved with the Racial Equity Institute since 2023. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

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

Series 66

Falls Church, VA

Equitable Advisors

Kenyon Wagner is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2016, including AXA Advisors and AXA Equitable. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, 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 variety of LPL-sponsored programs and endorsed third-party managers.

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

Series 63, Series 65

Falls Church, VA

Equitable Advisors

Nan Juan is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 numerous third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

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

Series 66

Falls Church, VA

Equitable Advisors

Evan Felix is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Daurem LLC and Greek House. 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 employs 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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Michael L

Series 66

Falls Church, VA

Equitable Advisors

Michael Levesque is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors. Outside of financial advising, he was involved with Bike Doctor of Waldorf for ten years and currently works as a sales associate with Realty Benefit Services, focusing on group and individual benefits for real estate agents. 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 various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

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

Gavin F

Series 66

Falls Church, VA

Equitable Advisors

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PBMares, LLP and Andersen Tax, as well as a period of self-employment. He is also involved with Ascend Planning & Consulting, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

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

Series 66

Falls Church, VA

Equitable Advisors

Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Middleburg Tennis Club and work experience during his education at Hampden-Sydney College. 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 employs a hybrid referral and implementation model that integrates advisory and brokerage/insurance channels to deliver tailored client solutions.

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

Series 63, Series 65

Falls Church, VA

Equitable Advisors

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 utilizes a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

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

Justin G

Series 66

Falls Church, VA

Equitable Advisors

Justin Gaudet is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and the New Canaan Group. He also operates a business under the name BL FINANCIAL GROUP. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes a variety of third-party and LPL-sponsored programs to deliver advisory and brokerage solutions.

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

Luther E

Series 63, Series 65

Falls Church, VA

Equitable Advisors

Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering advisory and brokerage channels through LPL programs and third-party asset managers.

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