Greenwood Village, CO Dtc Parkway Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,706

Across 976 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

5613 Dtc Parkway, Suite 600

Greenwood Village CO 80111

Advisors at this office

31

Advisors at this office

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Zakary F

Series 66

Greenwood Village, CO

Equitable Advisors

Zakary Flitter Bilello is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes positions at Spicer Jeffries, LLP, and various roles in retail and education sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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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Logan V

Series 66

Greenwood Village, CO

Equitable Advisors

Logan Van Wyk is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Top Golf and Papa Johns. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

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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Jonah F

Series 66

Greenwood Village, CO

Equitable Advisors

Jonah Freund is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His background includes roles outside finance, such as work at Sunfridge Brewery, Yale School of Medicine, and Syracuse University Ambulance. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory 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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Mathieu N

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Mathieu Niehues is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered 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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Thomas E

Series 66

Greenwood Village, CO

Equitable Advisors

Thomas Elsensohn is a financial advisor with Equitable Advisors and holds a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience at Crusonia Wealth Advisors and runs CAVA Mezze Grill LLC. Outside of finance, he has experience in the hospitality industry and has worked in education, including a role at the University of Denver. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisers, utilizing both proprietary and third-party 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 R

ChFC®, Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Kevin Reilly is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2015, he worked at AXA Advisors and Korucenter LLC. Outside of advising, he works as a real estate agent in Denver, assisting in buying and selling properties. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of proprietary and third-party advisory models, offering services through a network of Investment Adviser Representatives.

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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Grant S

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Grant Sander is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Robinhood Financial, LLC, and Open to the Public Investing, Inc., as well as experience at Drake University. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and partnerships with third-party asset managers and advisory programs to implement customized 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
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Matthew B

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Matthew Brymer is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors LLC since 2015. Brymer serves as a board member of the Global Initiative For Talented Students and is an advisory committee member for the Digital Marketing Program at Texas A&M University-Texarkana. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s client work involves assessing risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment management programs.

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

Grant L

Series 66

Greenwood Village, CO

Equitable Advisors

Grant Lentz is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience working at Gonzaga Bulletin and Tokki, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on third-party program sponsors and managers for investment implementation.

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

Joseph Y

Series 66

Greenwood Village, CO

Equitable Advisors

Joseph Yurglich is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Prime Capital Investment Advisors and Northwestern Mutual Investment Services LLC. 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 through a network of Investment Adviser Representatives, utilizing third-party asset managers and 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

Brian G

Series 66

Greenwood Village, CO

Equitable Advisors

Brian Gibson is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 credential and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he engages in a car-sharing activity by renting a vehicle on Turo. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management services through a network of Investment Adviser Representatives. The firm employs a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and provides 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

Henry S

Series 66

Greenwood Village, CO

Equitable Advisors

Henry Shenk is a financial advisor with Equitable Advisors in Greenwood Village, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Henry has held various roles including positions at The Country Club at Castle Pines and Garden of the Gods Club and Resort. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

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

W S

Series 66

Greenwood Village, CO

Equitable Advisors

W Spencer is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2010, previously associated with Axa Advisors, LLC. Outside of advising, he works as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves 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 emphasizes tailored advice using a variety of investment programs, including third-party asset managers and sponsor-endorsed advisory 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

Todd G

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Todd Ganton is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Axa Advisors, GoSpotCheck, Marketo, and Jackson National Life Distributors. 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 uses a range of advisory programs and third-party asset managers to deliver its services, covering 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

Ian C

Series 66

Greenwood Village, CO

Equitable Advisors

Ian Cook is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2006, previously associated with Axa Advisors, LLC. 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 investment models and third-party managers 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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